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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 | $20,506 | $103,393-80.2% | $87,103-76.5% | $152,909-86.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 4.73% | 28.10%-23.4pp | 28.19%-23.5pp | 345.46%-340.7pp |
| Employer contribution / active EE | $900 | $3,221-72.1% | $2,521-64.3% | $4,764-81.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,657 | $12,195+53.0% | $7,491+149.0% | $11,601+60.8% |