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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 | $1,888 | $129,737-98.5% | $119,126-98.4% | $154,746-98.8% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 7.75% | 379.08%-371.3pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $580 | $5,842-90.1% | $5,318-89.1% | $6,730-91.4% |
| Admin fee / account holder | $1,247 | $11,961-89.6% | $10,693-88.3% | $14,365-91.3% |