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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 | $12,342 | $102,422-87.9% | $147,117-91.6% | $80,959-84.8% |
| Participation rate | 86.8% | 75.9%+10.9pp | 82.2%+4.6pp | 67.7%+19.1pp |
| Annual return | 10.65% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,312 | $6,652-65.2% | $8,065-71.3% | $4,300-46.2% |
| Admin fee / account holder | $7,936 | $7,953-0.2% | $12,993-38.9% | $6,925+14.6% |