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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 | $1,565 | $156,398-99.0% | $147,318-98.9% | $138,895-98.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.54% | 78.75%-76.2pp | 70.43%-67.9pp | 145.39%-142.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $164 | $8,237-98.0% | $7,906-97.9% | $6,396-97.4% |
| Admin fee / account holder | $5,461 | $14,976-63.5% | $13,708-60.2% | $12,562-56.5% |