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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 | $2,548 | $157,276-98.4% | $141,177-98.2% | $152,885-98.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 10.58% | 64.33%-53.8pp | 71.40%-60.8pp | 345.39%-334.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,750 | $7,110-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $4,621 | $12,123-61.9% | $10,263-55.0% | $11,598-60.2% |