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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 | $20,310 | $76,551-73.5% | $123,894-83.6% | $62,881-67.7% |
| Participation rate | 72.3% | 73.0%-0.6pp | 81.4%-9.1pp | 69.3%+3.0pp |
| Annual return | 5.83% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $676 | $4,840-86.0% | $5,984-88.7% | $3,203-78.9% |
| Admin fee / account holder | $1,074 | $4,826-77.8% | $8,357-87.2% | $4,296-75.0% |