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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 | $1,675 | $132,099-98.7% | $115,599-98.6% | $138,895-98.8% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.3%+17.4pp | 79.9%+11.7pp |
| Annual return | 8.49% | 176.76%-168.3pp | 111.10%-102.6pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $832 | $5,617-85.2% | $4,889-83.0% | $6,396-87.0% |
| Admin fee / account holder | $2,620 | $15,650-83.3% | $12,841-79.6% | $12,562-79.1% |