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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 | $898 | $174,379-99.5% | $152,093-99.4% | $138,895-99.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 8.63% | 74.86%-66.2pp | 66.36%-57.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $544 | $6,159-91.2% | $5,451-90.0% | $6,396-91.5% |
| Admin fee / account holder | $860 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |