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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 | $11,143 | $55,457-79.9% | $77,361-85.6% | $94,015-88.1% |
| Participation rate | 75.0% | 69.8%+5.2pp | 75.0%0pp | 70.8%+4.2pp |
| Annual return | 8.56% | 15.57%-7.0pp | 1011.54%-1003.0pp | 17.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $850 | $3,069-72.3% | $3,911-78.3% | $4,249-80.0% |
| Admin fee / account holder | $2,900 | $4,334-33.1% | $5,894-50.8% | $8,951-67.6% |