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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 | $4,946 | $153,769-96.8% | $133,975-96.3% | $273,972-98.2% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 3.04% | 36.51%-33.5pp | 29.29%-26.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $855 | $6,958-87.7% | $6,282-86.4% | $5,287-83.8% |
| Admin fee / account holder | $446 | $11,765-96.2% | $9,324-95.2% | $10,133-95.6% |