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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 | $4,509 | $201,370-97.8% | $184,256-97.6% | $145,897-96.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.60% | 29.05%-26.4pp | 28.85%-26.2pp | 552.29%-549.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,427 | $9,808-85.5% | $9,133-84.4% | $6,689-78.7% |
| Admin fee / account holder | $817 | $16,364-95.0% | $13,899-94.1% | $13,390-93.9% |