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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 | $12,115 | $102,393-88.2% | $147,041-91.8% | $80,911-85.0% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 8.45% | 134.95%-126.5pp | 419.21%-410.8pp | 35.63%-27.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,257 | $6,647-66.0% | $8,071-72.0% | $4,297-47.5% |
| Admin fee / account holder | $4,129 | $7,943-48.0% | $13,006-68.3% | $6,935-40.5% |