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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 | $3,914 | $110,379-96.5% | $102,412-96.2% | $145,884-97.3% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 6.45% | 24.84%-18.4pp | 24.94%-18.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,896 | $4,216-55.0% | $3,870-51.0% | $4,662-59.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,126 | $9,745-88.4% | $8,388-86.6% | $13,392-91.6% |