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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 | $16,760 | $73,955-77.3% | $96,520-82.6% | $75,181-77.7% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 1.66% | 26.72%-25.1pp | 35.72%-34.1pp | 160.69%-159.0pp |
| Employer contribution / active EE | $1,316 | $2,930-55.1% | $3,739-64.8% | $2,671-50.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,781 | $5,217+106.6% | $6,733+60.1% | $5,650+90.8% |