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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 | $6,312 | $124,425-94.9% | $112,040-94.4% | $137,256-95.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 8.37% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $843 | $5,718-85.3% | $5,098-83.5% | $6,407-86.8% |
| Admin fee / account holder | $4,965 | $15,207-67.3% | $12,098-59.0% | $12,270-59.5% |