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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 | $8,933 | $165,399-94.6% | $149,745-94.0% | $158,982-94.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 6.63% | 348.34%-341.7pp | 276.72%-270.1pp | 302.99%-296.4pp |
| Employer contribution / active EE | $1,835 | $5,105-64.0% | $4,646-60.5% | $4,763-61.5% |
| Participant deferral / active EE | $59 | $7,183-99.2% | $6,843-99.1% | $5,983-99.0% |
| Admin fee / account holder | $308 | $10,811-97.2% | $9,312-96.7% | $11,252-97.3% |