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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 | $1,039 | $106,749-99.0% | $145,433-99.3% | $82,448-98.7% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 10.75% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,428 | $6,519-62.8% | $7,897-69.3% | $4,139-41.4% |
| Admin fee / account holder | $3,166 | $8,390-62.3% | $13,129-75.9% | $7,234-56.2% |