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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 | $9,323 | $102,385-90.9% | $147,080-93.7% | $80,935-88.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 11.32% | 135.09%-123.8pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,285 | $6,651-65.6% | $8,066-71.7% | $4,299-46.9% |
| Admin fee / account holder | $1,413 | $7,951-82.2% | $12,989-89.1% | $6,924-79.6% |