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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 | $16,083 | $65,367-75.4% | $92,915-82.7% | $72,976-78.0% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 13.87% | 42.11%-28.2pp | 109.45%-95.6pp | 81.02%-67.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $684 | $3,128-78.1% | $4,238-83.9% | $3,608-81.0% |
| Admin fee / account holder | $4,796 | $4,251+12.8% | $5,796-17.3% | $5,124-6.4% |