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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 | $8,448 | $198,457-95.7% | $170,435-95.0% | $147,586-94.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 7.04% | 257.30%-250.3pp | 205.94%-198.9pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $980 | $5,629-82.6% | $4,939-80.2% | $5,439-82.0% |
| Admin fee / account holder | $1,140 | $16,852-93.2% | $13,881-91.8% | $10,886-89.5% |