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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 | $7,197 | $202,342-96.4% | $172,752-95.8% | $152,897-95.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | -0.41% | 1029.83%-1030.2pp | 802.97%-803.4pp | 345.43%-345.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $655 | $5,948-89.0% | $5,198-87.4% | $5,851-88.8% |
| Admin fee / account holder | $3,095 | $17,111-81.9% | $13,955-77.8% | $11,599-73.3% |