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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 | $4,231 | $58,234-92.7% | $81,783-94.8% | $80,874-94.8% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.4%+14.7pp | 67.6%+19.4pp |
| Annual return | 5.90% | 41.70%-35.8pp | 775.05%-769.2pp | 35.62%-29.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $121 | $3,283-96.3% | $4,320-97.2% | $4,297-97.2% |
| Admin fee / account holder | $319 | $4,982-93.6% | $7,380-95.7% | $6,935-95.4% |