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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 | $19,091 | $111,301-82.8% | $112,977-83.1% | $158,966-88.0% |
| Participation rate | 72.7% | 83.5%-10.8pp | 82.6%-9.8pp | 82.0%-9.2pp |
| Annual return | 6.65% | 26.40%-19.7pp | 24.24%-17.6pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $961 | $5,880-83.7% | $5,836-83.5% | $5,983-83.9% |
| Admin fee / account holder | $3,164 | $8,392-62.3% | $6,294-49.7% | $11,250-71.9% |