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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 | $5,123 | $148,623-96.6% | $135,974-96.2% | $139,466-96.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.94% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,704 | $8,103-79.0% | $7,760-78.0% | $6,712-74.6% |
| Admin fee / account holder | $1,712 | $12,406-86.2% | $10,767-84.1% | $11,409-85.0% |