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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 | $349 | $156,398-99.8% | $147,318-99.8% | $138,895-99.7% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 79.9%-3.7pp |
| Annual return | 11.32% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $562 | $8,237-93.2% | $7,906-92.9% | $6,396-91.2% |
| Admin fee / account holder | $335 | $14,976-97.8% | $13,708-97.6% | $12,562-97.3% |