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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 | $503 | $111,814-99.6% | $103,378-99.5% | $145,978-99.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 3.71% | 24.80%-21.1pp | 24.91%-21.2pp | 550.52%-546.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $307 | $5,618-94.5% | $5,058-93.9% | $6,690-95.4% |
| Admin fee / account holder | $551 | $9,764-94.4% | $8,401-93.4% | $13,400-95.9% |