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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 | $4,089 | $108,911-96.2% | $100,392-95.9% | $145,884-97.2% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 9.83% | 58.23%-48.4pp | 49.45%-39.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $895 | $8,459-89.4% | $8,090-88.9% | $6,690-86.6% |
| Admin fee / account holder | $983 | $9,698-89.9% | $7,904-87.6% | $13,392-92.7% |