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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 | $9,423 | $102,385-90.8% | $147,080-93.6% | $80,935-88.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 10.57% | 135.09%-124.5pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,167 | $6,651-67.4% | $8,066-73.1% | $4,299-49.6% |
| Admin fee / account holder | $5,776 | $7,951-27.4% | $12,989-55.5% | $6,924-16.6% |