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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 | $4,361 | $117,829-96.3% | $102,423-95.7% | $145,877-97.0% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 8.11% | 31.83%-23.7pp | 29.42%-21.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,411 | $5,732-75.4% | $5,054-72.1% | $6,691-78.9% |
| Admin fee / account holder | $710 | $13,335-94.7% | $9,455-92.5% | $13,402-94.7% |