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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 | $1,910 | $180,749-98.9% | $160,784-98.8% | $137,256-98.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 6.70% | 2234.46%-2227.8pp | 1803.92%-1797.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $493 | $4,155-88.1% | $3,733-86.8% | $4,156-88.1% |
| Participant deferral / active EE | $632 | $6,844-90.8% | $6,293-90.0% | $6,407-90.1% |
| Admin fee / account holder | $909 | $10,397-91.3% | $9,717-90.6% | $12,270-92.6% |