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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 | $211,288-99.7% | $178,540-99.7% | $145,884-99.6% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 0.91% | 30.27%-29.4pp | 27.15%-26.2pp | 551.85%-550.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $246 | $6,967-96.5% | $6,281-96.1% | $6,690-96.3% |
| Admin fee / account holder | $982 | $12,105-91.9% | $10,424-90.6% | $13,392-92.7% |