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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 | $38,788 | $122,051-68.2% | $184,185-78.9% | $74,400-47.9% |
| Participation rate | 80.2% | 85.5%-5.3pp | 86.8%-6.6pp | 67.2%+13.0pp |
| Annual return | 10.60% | 19.91%-9.3pp | 28.81%-18.2pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,609 | $7,146-49.5% | $9,132-60.5% | $4,348-17.0% |
| Admin fee / account holder | $13,655 | $1,258+985.4% | $13,909-1.8% | $1,944+602.6% |