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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 | $380 | $183,627-99.8% | $155,602-99.8% | $145,978-99.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.41% | 61.32%-54.9pp | 64.81%-58.4pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $365 | $6,466-94.4% | $5,629-93.5% | $6,690-94.5% |
| Admin fee / account holder | $356 | $19,327-98.2% | $15,923-97.8% | $13,400-97.3% |