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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 | $14,684 | $81,487-82.0% | $102,412-85.7% | $80,935-81.9% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.7%+6.8pp |
| Annual return | 9.07% | 25.60%-16.5pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,551 | $3,871-59.9% | $5,060-69.3% | $4,299-63.9% |
| Admin fee / account holder | $1,402 | $6,717-79.1% | $8,388-83.3% | $6,924-79.8% |