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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 | $4,699 | $209,336-97.8% | $197,124-97.6% | $137,256-96.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.73% | 48.09%-38.4pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,715 | $9,614-82.2% | $9,135-81.2% | $6,407-73.2% |
| Admin fee / account holder | $7,000 | $17,308-59.6% | $16,298-57.1% | $12,270-43.0% |