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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 | $11,836 | $48,078-75.4% | $78,676-85.0% | $62,881-81.2% |
| Participation rate | 70.5% | 65.2%+5.3pp | 73.6%-3.1pp | 69.3%+1.2pp |
| Annual return | 4.13% | 31.36%-27.2pp | 62.19%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,859 | $2,015-7.7% | $2,850-34.8% | $2,281-18.5% |
| Participant deferral / active EE | $11 | $2,587-99.6% | $3,517-99.7% | $3,203-99.7% |
| Admin fee / account holder | $3,680 | $3,206+14.8% | $4,510-18.4% | $4,296-14.3% |