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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 | $19,354 | $178,174-89.1% | $156,181-87.6% | $137,256-85.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 9.99% | 84.19%-74.2pp | 64.87%-54.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,320 | $6,888-80.8% | $6,132-78.5% | $6,407-79.4% |
| Admin fee / account holder | $2,665 | $17,404-84.7% | $14,586-81.7% | $12,270-78.3% |