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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 | $22,198 | $101,795-78.2% | $165,100-86.6% | $80,959-72.6% |
| Participation rate | 96.1% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.4pp |
| Annual return | 7.92% | 16.73%-8.8pp | 70.21%-62.3pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,373 | $4,476-69.3% | $6,035-77.3% | $4,300-68.1% |
| Admin fee / account holder | $2,377 | $8,221-71.1% | $12,696-81.3% | $6,925-65.7% |