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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 | $1,640 | $70,366-97.7% | $66,674-97.5% | $138,895-98.8% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 10.21% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $431 | $4,374-90.1% | $4,084-89.5% | $6,396-93.3% |
| Admin fee / account holder | $620 | $5,262-88.2% | $5,098-87.8% | $12,562-95.1% |