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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 | $77,523-90.2% | $100,383-92.5% | $80,874-90.7% |
| Participation rate | 71.9% | 77.0%-5.1pp | 81.5%-9.6pp | 67.6%+4.2pp |
| Annual return | 11.17% | 37.21%-26.0pp | 49.26%-38.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,139 | $6,822-68.6% | $8,086-73.6% | $4,297-50.2% |
| Admin fee / account holder | $4,077 | $5,899-30.9% | $7,900-48.4% | $6,935-41.2% |