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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 | $2,198 | $81,358-97.3% | $155,556-98.6% | $80,959-97.3% |
| Participation rate | 72.2% | 66.3%+6.0pp | 78.2%-6.0pp | 67.7%+4.6pp |
| Annual return | 9.18% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $889 | $3,455-74.3% | $5,631-84.2% | $4,300-79.3% |
| Admin fee / account holder | $1,687 | $7,994-78.9% | $15,885-89.4% | $6,925-75.6% |