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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 | $4,262 | $77,358-94.5% | $102,184-95.8% | $87,485-95.1% |
| Participation rate | 77.8% | 78.7%-0.9pp | 82.6%-4.8pp | 68.9%+8.8pp |
| Annual return | 14.06% | 41.11%-27.0pp | 31.58%-17.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,461 | $6,753-78.4% | $8,309-82.4% | $4,274-65.8% |
| Admin fee / account holder | $4,832 | $6,809-29.0% | $11,609-58.4% | $7,775-37.8% |