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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 | $12,384 | $175,259-92.9% | $149,723-91.7% | $139,487-91.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 3.70% | 166.82%-163.1pp | 134.50%-130.8pp | 373.84%-370.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,872 | $6,522-71.3% | $5,682-67.1% | $6,713-72.1% |
| Admin fee / account holder | $711 | $16,158-95.6% | $13,215-94.6% | $11,407-93.8% |