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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 | $15,522 | $67,411-77.0% | $91,004-82.9% | $70,126-77.9% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 8.75% | -40.16%+48.9pp | 4.60%+4.1pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,214 | $2,823-57.0% | $3,548-65.8% | $3,332-63.6% |
| Admin fee / account holder | $7,466 | $4,236+76.2% | $5,417+37.8% | $4,645+60.7% |