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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 | $14,110 | $54,541-74.1% | $78,778-82.1% | $70,126-79.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 9.08% | 21.07%-12.0pp | 35.62%-26.5pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $719 | $2,210-67.5% | $2,958-75.7% | $3,332-78.4% |
| Admin fee / account holder | $6,495 | $3,709+75.1% | $5,134+26.5% | $4,645+39.8% |