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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 | $75,720-82.5% | $90,312-85.4% | $86,983-84.8% |
| Participation rate | 83.3% | 66.3%+17.1pp | 72.9%+10.4pp | 69.5%+13.8pp |
| Annual return | 9.92% | 18.55%-8.6pp | 18.90%-9.0pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $923 | $3,001-69.2% | $3,749-75.4% | $4,194-78.0% |
| Admin fee / account holder | $1,362 | $6,201-78.0% | $8,248-83.5% | $7,856-82.7% |