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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 | $4,629 | $183,516-97.5% | $155,534-97.0% | $145,884-96.8% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 1.08% | 61.43%-60.3pp | 64.92%-63.8pp | 551.85%-550.8pp |
| Employer contribution / active EE | $1,310 | $5,315-75.3% | $4,675-72.0% | $4,662-71.9% |
| Participant deferral / active EE | $1,325 | $6,467-79.5% | $5,630-76.5% | $6,690-80.2% |
| Admin fee / account holder | $1,053 | $19,293-94.5% | $15,900-93.4% | $13,392-92.1% |