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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 | $6,068 | $70,418-91.4% | $96,570-93.7% | $85,847-92.9% |
| Participation rate | 93.1% | 61.8%+31.3pp | 69.8%+23.3pp | 69.3%+23.8pp |
| Annual return | 10.24% | 18.59%-8.4pp | 37.79%-27.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $293 | $1,413-79.3% | $2,357-87.6% | $2,565-88.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,433 | $4,995-11.2% | $6,182-28.3% | $6,261-29.2% |