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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 | $10,145 | $183,592-94.5% | $155,574-93.5% | $145,877-93.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 5.42% | 61.37%-56.0pp | 64.87%-59.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $978 | $6,466-84.9% | $5,629-82.6% | $6,691-85.4% |
| Admin fee / account holder | $9,785 | $19,316-49.3% | $15,914-38.5% | $13,402-27.0% |