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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 | $10,713 | $166,242-93.6% | $165,071-93.5% | $145,884-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.55% | 100.44%-97.9pp | 70.17%-67.6pp | 551.85%-549.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $422 | $6,964-93.9% | $6,035-93.0% | $6,690-93.7% |
| Admin fee / account holder | $11,754 | $16,658-29.4% | $12,695-7.4% | $13,392-12.2% |