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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 | $26,089 | $101,795-74.4% | $165,100-84.2% | $80,959-67.8% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.7%+5.2pp |
| Annual return | 10.23% | 16.73%-6.5pp | 70.21%-60.0pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $239 | $4,476-94.7% | $6,035-96.0% | $4,300-94.4% |
| Admin fee / account holder | $3,474 | $8,221-57.7% | $12,696-72.6% | $6,925-49.8% |