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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 | $23,855 | $109,359-78.2% | $162,177-85.3% | $72,975-67.3% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 9.75% | 25.46%-15.7pp | 115.60%-105.9pp | 81.01%-71.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,928 | $5,481-64.8% | $7,297-73.6% | $3,608-46.6% |
| Admin fee / account holder | $380 | $7,972-95.2% | $10,843-96.5% | $5,124-92.6% |