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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 | $14,532 | $223,823-93.5% | $211,142-93.1% | $154,746-90.6% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 2.82% | 50.39%-47.6pp | 46.84%-44.0pp | 172.34%-169.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $148 | $9,750-98.5% | $9,284-98.4% | $6,730-97.8% |
| Admin fee / account holder | $763 | $19,707-96.1% | $19,076-96.0% | $14,365-94.7% |