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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 | $3,226 | $212,386-98.5% | $199,883-98.4% | $138,895-97.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | -9.80% | 47.75%-57.5pp | 43.81%-53.6pp | 145.39%-155.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,386 | $9,617-85.6% | $9,138-84.8% | $6,396-78.3% |
| Admin fee / account holder | $1,150 | $18,233-93.7% | $17,268-93.3% | $12,562-90.8% |