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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 | $117,859-96.3% | $102,438-95.7% | $145,959-97.0% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 8.11% | 31.72%-23.6pp | 29.37%-21.3pp | 561.95%-553.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,411 | $5,732-75.4% | $5,054-72.1% | $6,689-78.9% |
| Admin fee / account holder | $710 | $13,318-94.7% | $9,448-92.5% | $13,398-94.7% |