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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 | $8,251 | $84,149-90.2% | $76,080-89.2% | $167,553-95.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 79.4%-4.4pp | 82.1%-7.1pp |
| Annual return | 0.69% | 54.99%-54.3pp | 42.50%-41.8pp | 478.89%-478.2pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $913 | $5,796-84.3% | $4,905-81.4% | $6,343-85.6% |
| Admin fee / account holder | $1,071 | $6,410-83.3% | $4,883-78.1% | $12,316-91.3% |