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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 | $3,029 | $58,258-94.8% | $81,820-96.3% | $80,925-96.3% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 9.30% | 41.76%-32.5pp | 777.93%-768.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $355 | $3,284-89.2% | $4,323-91.8% | $4,299-91.7% |
| Admin fee / account holder | $4,087 | $4,976-17.9% | $7,391-44.7% | $6,940-41.1% |