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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 | $9,252 | $126,661-92.7% | $113,397-91.8% | $138,895-93.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 7.23% | 25.05%-17.8pp | 23.20%-16.0pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $668 | $5,693-88.3% | $5,076-86.8% | $6,396-89.6% |
| Admin fee / account holder | $1,855 | $14,549-87.2% | $11,957-84.5% | $12,562-85.2% |