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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 | $13,219 | $69,273-80.9% | $90,796-85.4% | $82,637-84.0% |
| Participation rate | 83.3% | 64.0%+19.3pp | 69.5%+13.8pp | 68.1%+15.3pp |
| Annual return | 9.92% | 18.37%-8.4pp | 19.29%-9.4pp | 53.51%-43.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $923 | $3,047-69.7% | $3,822-75.8% | $4,126-77.6% |
| Admin fee / account holder | $1,362 | $5,511-75.3% | $7,024-80.6% | $7,339-81.4% |