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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 | $2,746 | $110,337-97.5% | $102,383-97.3% | $145,877-98.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 7.48% | 24.83%-17.3pp | 24.94%-17.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $522 | $5,621-90.7% | $5,060-89.7% | $6,691-92.2% |
| Admin fee / account holder | $965 | $9,750-90.1% | $8,391-88.5% | $13,402-92.8% |