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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 | $17,191 | $138,393-87.6% | $184,256-90.7% | $80,959-78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 7.65% | 20.01%-12.4pp | 28.85%-21.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $955 | $7,076-86.5% | $9,133-89.5% | $4,300-77.8% |
| Admin fee / account holder | $1,562 | $10,489-85.1% | $13,899-88.8% | $6,925-77.5% |