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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 | $117,904-88.5% | $102,457-86.8% | $145,978-90.7% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 7.08% | 31.80%-24.7pp | 29.41%-22.3pp | 550.52%-543.4pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $761 | $5,733-86.7% | $5,054-84.9% | $6,690-88.6% |
| Admin fee / account holder | $300 | $13,329-97.7% | $9,451-96.8% | $13,400-97.8% |