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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 | $11,311 | $211,105-94.6% | $178,449-93.7% | $145,978-92.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 3.56% | 30.19%-26.6pp | 27.09%-23.5pp | 550.52%-547.0pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,231 | $6,959-82.3% | $6,277-80.4% | $6,690-81.6% |
| Admin fee / account holder | $32,595 | $12,017+171.2% | $10,362+214.6% | $13,400+143.2% |