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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 | $12,345 | $165,381-92.5% | $149,730-91.8% | $158,966-92.2% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 6.72% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,881 | $7,182-73.8% | $6,843-72.5% | $5,983-68.6% |
| Admin fee / account holder | $30,884 | $10,809+185.7% | $9,310+231.7% | $11,250+174.5% |