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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 | $11,355 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | -4.33% | 103.84%-108.2pp | 89.72%-94.0pp | 172.34%-176.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,281 | $6,350-79.8% | $5,630-77.3% | $6,730-81.0% |
| Admin fee / account holder | $3,961 | $18,654-78.8% | $16,006-75.3% | $14,365-72.4% |