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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 | $2,884 | $157,304-98.2% | $141,197-98.0% | $152,909-98.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 13.46% | 64.34%-50.9pp | 71.41%-57.9pp | 345.46%-332.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $285 | $7,111-96.0% | $6,710-95.8% | $5,851-95.1% |
| Admin fee / account holder | $1,540 | $12,126-87.3% | $10,265-85.0% | $11,601-86.7% |