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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 | $8,712 | $175,257-95.0% | $149,717-94.2% | $139,456-93.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 8.24% | 166.70%-158.5pp | 134.41%-126.2pp | 373.45%-365.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $29 | $6,521-99.6% | $5,682-99.5% | $6,711-99.6% |
| Admin fee / account holder | $1,726 | $16,156-89.3% | $13,213-86.9% | $11,407-84.9% |