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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 | $20,358 | $110,137-81.5% | $161,149-87.4% | $82,637-75.4% |
| Participation rate | 78.4% | 72.4%+6.1pp | 78.8%-0.4pp | 68.1%+10.4pp |
| Annual return | 10.52% | 20.69%-10.2pp | 21.16%-10.6pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,050 | $4,575-77.1% | $6,153-82.9% | $4,126-74.6% |
| Admin fee / account holder | $62,895 | $9,467+564.4% | $15,194+313.9% | $7,339+757.0% |