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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 | $8,413 | $160,028-94.7% | $147,080-94.3% | $145,884-94.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 5.88% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,416 | $8,422-83.2% | $8,066-82.4% | $6,690-78.8% |
| Admin fee / account holder | $17,760 | $15,030+18.2% | $12,989+36.7% | $13,392+32.6% |