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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 | $21,614 | $135,961-84.1% | $96,707-77.6% | $67,986-68.2% |
| Participation rate | 73.1% | 76.3%-3.2pp | 80.4%-7.3pp | 57.2%+15.9pp |
| Annual return | 12.33% | 31.14%-18.8pp | 34.78%-22.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $5,011-100.0% | $4,191-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $951 | $7,360-87.1% | $5,997-84.1% | $3,358-71.7% |
| Admin fee / account holder | $6,402 | $2,370+170.1% | $7,503-14.7% | $3,203+99.9% |