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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 | $7,281 | $112,915-93.6% | $90,965-92.0% | $158,950-95.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 0.12% | 215.75%-215.6pp | 134.57%-134.4pp | 302.91%-302.8pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $396 | $4,128-90.4% | $3,373-88.2% | $5,983-93.4% |
| Admin fee / account holder | $9,335 | $8,044+16.0% | $5,960+56.6% | $11,248-17.0% |