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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 | $4,909 | $212,386-97.7% | $199,883-97.5% | $138,895-96.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 3.31% | 47.75%-44.4pp | 43.81%-40.5pp | 145.39%-142.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,396 | $9,617-85.5% | $9,138-84.7% | $6,396-78.2% |
| Admin fee / account holder | $5,783 | $18,233-68.3% | $17,268-66.5% | $12,562-54.0% |