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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 | $6,730 | $124,330-94.6% | $109,173-93.8% | $167,536-96.0% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 9.41% | 26.04%-16.6pp | 25.75%-16.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $231 | $5,256-95.6% | $4,654-95.0% | $6,342-96.4% |
| Admin fee / account holder | $1,748 | $7,974-78.1% | $6,755-74.1% | $12,315-85.8% |