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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 | $765 | $139,948-99.5% | $121,663-99.4% | $154,746-99.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 7.27% | 230.52%-223.2pp | 147.54%-140.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $225 | $5,629-96.0% | $4,887-95.4% | $6,730-96.7% |
| Admin fee / account holder | $1,282 | $17,321-92.6% | $14,289-91.0% | $14,365-91.1% |