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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 | $14,796 | $89,370-83.4% | $141,197-89.5% | $72,976-79.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 15.70% | 111.88%-96.2pp | 71.41%-55.7pp | 81.02%-65.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $922 | $5,419-83.0% | $6,710-86.3% | $3,608-74.4% |
| Admin fee / account holder | $437 | $5,957-92.7% | $10,265-95.7% | $5,124-91.5% |