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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 | $24,267 | $98,766-75.4% | $149,730-83.8% | $79,852-69.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 9.94% | 27.43%-17.5pp | 276.70%-266.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,055 | $5,681-63.8% | $6,843-70.0% | $3,740-45.1% |
| Admin fee / account holder | $14,515 | $6,052+139.8% | $9,310+55.9% | $5,306+173.5% |