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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 | $3,307 | $97,125-96.6% | $86,233-96.2% | $137,256-97.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 7.24% | 74.19%-66.9pp | 61.39%-54.1pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $298 | $5,180-94.2% | $4,559-93.5% | $6,407-95.3% |
| Admin fee / account holder | $3,914 | $9,725-59.7% | $8,342-53.1% | $12,270-68.1% |