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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 | $9,854 | $166,268-94.1% | $165,100-94.0% | $145,897-93.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 4.82% | 100.52%-95.7pp | 70.21%-65.4pp | 552.29%-547.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,480 | $6,964-78.8% | $6,035-75.5% | $6,689-77.9% |
| Admin fee / account holder | $2,033 | $16,659-87.8% | $12,696-84.0% | $13,390-84.8% |