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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 | $78,520-94.6% | $96,576-95.6% | $82,448-94.8% |
| Participation rate | 77.8% | 77.7%0pp | 81.4%-3.7pp | 68.1%+9.7pp |
| Annual return | 14.06% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,461 | $6,754-78.4% | $7,956-81.6% | $4,139-64.7% |
| Admin fee / account holder | $4,832 | $13,455-64.1% | $11,381-57.5% | $7,234-33.2% |