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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 | $28,419 | $86,949-67.3% | $102,460-72.3% | $80,959-64.9% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.7%+20.9pp |
| Annual return | 8.91% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,703 | $4,121-58.7% | $5,056-66.3% | $4,300-60.4% |
| Admin fee / account holder | $6,025 | $8,048-25.1% | $9,460-36.3% | $6,925-13.0% |