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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 | $1,834 | $89,225-97.9% | $136,072-98.7% | $74,459-97.5% |
| Participation rate | 84.0% | 69.4%+14.6pp | 76.4%+7.6pp | 67.2%+16.8pp |
| Annual return | 10.24% | 22.76%-12.5pp | 580.46%-570.2pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,216-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,379 | $4,597-70.0% | $7,028-80.4% | $4,350-68.3% |
| Admin fee / account holder | $1,784 | $1,545+15.5% | $6,718-73.4% | $1,945-8.3% |