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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 | $1,635 | $110,410-98.5% | $102,437-98.4% | $145,897-98.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 4.55% | 24.85%-20.3pp | 24.95%-20.4pp | 552.29%-547.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $940 | $5,622-83.3% | $5,060-81.4% | $6,689-85.9% |
| Admin fee / account holder | $1,134 | $9,745-88.4% | $8,388-86.5% | $13,390-91.5% |