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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,433 | $67,602-78.7% | $82,312-82.5% | $70,126-79.4% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 8.43% | 21.57%-13.1pp | 25.88%-17.4pp | 73.15%-64.7pp |
| Employer contribution / active EE | $769 | $1,755-56.2% | $2,428-68.3% | $2,343-67.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,372 | $4,512-69.6% | $5,608-75.5% | $4,645-70.5% |