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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 | $20,248 | $72,492-72.1% | $87,104-76.8% | $72,975-72.3% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 9.99% | 24.46%-14.5pp | 28.19%-18.2pp | 81.01%-71.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,408 | $3,270-56.9% | $4,048-65.2% | $3,608-61.0% |
| Admin fee / account holder | $1,278 | $5,055-74.7% | $7,491-82.9% | $5,124-75.1% |