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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 | $1,013 | $184,014-99.4% | $161,149-99.4% | $138,895-99.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 9.46% | 21.52%-12.1pp | 21.16%-11.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $224 | $6,909-96.8% | $6,153-96.4% | $6,396-96.5% |
| Admin fee / account holder | $518 | $18,027-97.1% | $15,194-96.6% | $12,562-95.9% |