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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 | $14,620 | $211,288-93.1% | $178,540-91.8% | $145,884-90.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 6.80% | 30.27%-23.5pp | 27.15%-20.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $37 | $6,967-99.5% | $6,281-99.4% | $6,690-99.4% |
| Admin fee / account holder | $769 | $12,105-93.6% | $10,424-92.6% | $13,392-94.3% |