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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 | $32,037 | $137,414-76.7% | $189,545-83.1% | $85,851-62.7% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 10.86% | 38.14%-27.3pp | 555.36%-544.5pp | 318.63%-307.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,299 | $6,260-63.3% | $8,220-72.0% | $3,952-41.8% |
| Admin fee / account holder | $556 | $8,630-93.6% | $12,049-95.4% | $6,261-91.1% |