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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 | $20,645 | $76,371-73.0% | $93,621-77.9% | $72,975-71.7% |
| Participation rate | 70.0% | 71.8%-1.8pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 13.00% | 25.82%-12.8pp | 32.76%-19.8pp | 81.01%-68.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $508 | $3,538-85.6% | $4,070-87.5% | $3,608-85.9% |
| Admin fee / account holder | $326 | $6,839-95.2% | $7,890-95.9% | $5,124-93.6% |