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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 | $10,579 | $105,160-89.9% | $94,679-88.8% | $139,456-92.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 38.04%-26.5pp | 156.75%-145.2pp | 373.45%-361.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,203 | $7,599-84.2% | $7,417-83.8% | $6,711-82.1% |
| Admin fee / account holder | $1,284 | $8,988-85.7% | $7,233-82.2% | $11,407-88.7% |