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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 | $14,283 | $67,602-78.9% | $82,312-82.6% | $70,126-79.6% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 6.54% | 21.57%-15.0pp | 25.88%-19.3pp | 73.15%-66.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $758 | $2,987-74.6% | $3,706-79.6% | $3,332-77.3% |
| Admin fee / account holder | $2,585 | $4,512-42.7% | $5,608-53.9% | $4,645-44.4% |