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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 | $10,623 | $80,992-86.9% | $96,534-89.0% | $75,173-85.9% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 8.55% | 27.05%-18.5pp | 25.88%-17.3pp | 160.72%-152.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $747 | $3,929-81.0% | $4,851-84.6% | $4,126-81.9% |
| Admin fee / account holder | $394 | $6,717-94.1% | $8,253-95.2% | $5,651-93.0% |