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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 | $6,152 | $71,809-91.4% | $61,048-89.9% | $152,909-96.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 79.3%-4.3pp | 82.5%-7.5pp |
| Annual return | 1.95% | 29.74%-27.8pp | 26.18%-24.2pp | 345.46%-343.5pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,262 | $5,467-76.9% | $4,470-71.8% | $5,851-78.4% |
| Admin fee / account holder | $1,058 | $4,750-77.7% | $3,728-71.6% | $11,601-90.9% |