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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 | $21,593 | $105,198-79.5% | $159,455-86.5% | $85,856-74.8% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.8%-5.3pp | 69.3%+8.2pp |
| Annual return | 11.48% | 45.08%-33.6pp | 263.63%-252.2pp | 318.58%-307.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,628 | $5,946-72.6% | $7,353-77.9% | $3,952-58.8% |
| Admin fee / account holder | $499 | $6,934-92.8% | $10,800-95.4% | $6,261-92.0% |