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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 | $4,842 | $91,179-94.7% | $178,499-97.3% | $79,852-93.9% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | -0.83% | 24.19%-25.0pp | 151.10%-151.9pp | 31.72%-32.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $414 | $3,236-87.2% | $5,202-92.0% | $3,740-88.9% |
| Admin fee / account holder | $6,665 | $6,749-1.2% | $13,986-52.3% | $5,306+25.6% |