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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 | $19,527 | $105,200-81.4% | $159,474-87.8% | $85,847-77.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.8%-12.2pp | 69.3%+1.3pp |
| Annual return | 10.33% | 45.08%-34.7pp | 263.68%-253.3pp | 318.61%-308.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,561 | $5,946-73.7% | $7,353-78.8% | $3,952-60.5% |
| Admin fee / account holder | $8,710 | $6,934+25.6% | $10,802-19.4% | $6,261+39.1% |