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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 | $8,801 | $175,259-95.0% | $149,723-94.1% | $139,487-93.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 4.07% | 166.82%-162.8pp | 134.50%-130.4pp | 373.84%-369.8pp |
| Employer contribution / active EE | $1,991 | $5,478-63.7% | $4,821-58.7% | $4,755-58.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $461 | $16,158-97.1% | $13,215-96.5% | $11,407-96.0% |