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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 | $1,078 | $160,028-99.3% | $147,080-99.3% | $145,884-99.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 6.71% | 98.60%-91.9pp | 420.17%-413.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,584 | $8,422-81.2% | $8,066-80.4% | $6,690-76.3% |
| Admin fee / account holder | $2,538 | $15,030-83.1% | $12,989-80.5% | $13,392-81.0% |