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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 | $20,509 | $124,346-83.5% | $111,306-81.6% | $167,553-87.8% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 8.80% | 37.46%-28.7pp | 54.67%-45.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,420 | $5,182-72.6% | $4,488-68.4% | $6,343-77.6% |
| Admin fee / account holder | $1,141 | $10,623-89.3% | $7,966-85.7% | $12,316-90.7% |