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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 | $13,569 | $117,895-88.5% | $102,460-86.8% | $145,897-90.7% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 7.08% | 31.92%-24.8pp | 29.47%-22.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $761 | $5,736-86.7% | $5,056-85.0% | $6,689-88.6% |
| Admin fee / account holder | $300 | $13,353-97.8% | $9,460-96.8% | $13,390-97.8% |