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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 | $19,574 | $99,652-80.4% | $78,778-75.2% | $147,586-86.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 4.18% | 47.28%-43.1pp | 35.62%-31.4pp | 578.59%-574.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $627 | $3,664-82.9% | $2,958-78.8% | $5,439-88.5% |
| Admin fee / account holder | $1,742 | $7,155-75.6% | $5,134-66.1% | $10,886-84.0% |