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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 | $4,594 | $99,995-95.4% | $85,063-94.6% | $145,978-96.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 6.71% | 83.99%-77.3pp | 66.54%-59.8pp | 550.52%-543.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $185 | $5,295-96.5% | $4,523-95.9% | $6,690-97.2% |
| Admin fee / account holder | $1,333 | $7,255-81.6% | $6,155-78.3% | $13,400-90.1% |