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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 | $33,542 | $137,414-75.6% | $189,537-82.3% | $85,847-60.9% |
| Participation rate | 80.6% | 84.6%-4.1pp | 87.8%-7.2pp | 69.3%+11.2pp |
| Annual return | 11.30% | 38.14%-26.8pp | 555.34%-544.0pp | 318.61%-307.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,192 | $6,260-65.0% | $8,220-73.3% | $3,952-44.5% |
| Admin fee / account holder | $6,599 | $8,630-23.5% | $12,048-45.2% | $6,261+5.4% |