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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 | $3,316 | $172,111-98.1% | $150,298-97.8% | $137,256-97.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 6.15% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $840 | $4,636-81.9% | $4,154-79.8% | $4,156-79.8% |
| Participant deferral / active EE | $1,113 | $6,166-81.9% | $5,453-79.6% | $6,407-82.6% |
| Admin fee / account holder | $572 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |