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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 | $2,602 | $185,312-98.6% | $161,489-98.4% | $154,746-98.3% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 2.98% | 103.84%-100.9pp | 89.72%-86.7pp | 172.34%-169.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,849 | $6,350-70.9% | $5,630-67.2% | $6,730-72.5% |
| Admin fee / account holder | $6,262 | $18,654-66.4% | $16,006-60.9% | $14,365-56.4% |