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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 | $538 | $211,239-99.7% | $178,528-99.7% | $145,877-99.6% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 0.91% | 30.22%-29.3pp | 27.11%-26.2pp | 551.28%-550.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $246 | $6,963-96.5% | $6,278-96.1% | $6,691-96.3% |
| Admin fee / account holder | $982 | $12,095-91.9% | $10,419-90.6% | $13,402-92.7% |