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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 | $1,398 | $211,224-99.3% | $178,505-99.2% | $145,897-99.0% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 5.76% | 30.28%-24.5pp | 27.16%-21.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $743 | $6,966-89.3% | $6,280-88.2% | $6,689-88.9% |
| Admin fee / account holder | $337 | $12,109-97.2% | $10,428-96.8% | $13,390-97.5% |