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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 | $7,560 | $77,472-90.2% | $100,415-92.5% | $80,959-90.7% |
| Participation rate | 71.9% | 76.9%-5.1pp | 81.5%-9.6pp | 67.7%+4.2pp |
| Annual return | 11.17% | 37.26%-26.1pp | 49.47%-38.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,139 | $6,818-68.6% | $8,091-73.6% | $4,300-50.3% |
| Admin fee / account holder | $4,077 | $5,885-30.7% | $7,906-48.4% | $6,925-41.1% |