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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 | $131,162-83.5% | $97,411-77.8% | $64,097-66.3% |
| Participation rate | 73.1% | 73.9%-0.8pp | 80.4%-7.3pp | 55.2%+17.9pp |
| Annual return | 12.33% | 37.93%-25.6pp | 34.72%-22.4pp | 34.64%-22.3pp |
| Employer contribution / active EE | $0 | $4,563-100.0% | $4,210-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $951 | $6,687-85.8% | $5,886-83.8% | $3,080-69.1% |
| Admin fee / account holder | $6,402 | $2,928+118.7% | $7,145-10.4% | $3,454+85.3% |