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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 | $7,445 | $165,361-95.5% | $149,715-95.0% | $158,950-95.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.18% | 348.24%-348.1pp | 276.66%-276.5pp | 302.91%-302.7pp |
| Employer contribution / active EE | $1,217 | $5,103-76.2% | $4,645-73.8% | $4,762-74.4% |
| Participant deferral / active EE | $2,208 | $7,182-69.3% | $6,842-67.7% | $5,983-63.1% |
| Admin fee / account holder | $961 | $10,808-91.1% | $9,310-89.7% | $11,248-91.5% |