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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 | $2,693 | $223,823-98.8% | $211,142-98.7% | $154,746-98.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 2.14% | 50.39%-48.3pp | 46.84%-44.7pp | 172.34%-170.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $220 | $9,750-97.7% | $9,284-97.6% | $6,730-96.7% |
| Admin fee / account holder | $1,171 | $19,707-94.1% | $19,076-93.9% | $14,365-91.8% |