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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 | $9,323 | $77,707-88.0% | $70,160-86.7% | $139,487-93.3% |
| Participation rate | 75.0% | 83.1%-8.1pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 5.84% | 19.30%-13.5pp | 19.08%-13.2pp | 373.84%-368.0pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,222 | $6,443-81.0% | $5,394-77.3% | $6,713-81.8% |
| Admin fee / account holder | $1,069 | $5,397-80.2% | $4,582-76.7% | $11,407-90.6% |