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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 | $211,239-99.3% | $178,528-99.2% | $145,877-99.0% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 5.76% | 30.22%-24.5pp | 27.11%-21.4pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $743 | $6,963-89.3% | $6,278-88.2% | $6,691-88.9% |
| Admin fee / account holder | $337 | $12,095-97.2% | $10,419-96.8% | $13,402-97.5% |