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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 | $637 | $209,874-99.7% | $189,537-99.7% | $167,536-99.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.06% | 748.61%-744.6pp | 555.34%-551.3pp | 478.82%-474.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $271 | $8,934-97.0% | $8,220-96.7% | $6,342-95.7% |
| Admin fee / account holder | $12,665 | $14,299-11.4% | $12,048+5.1% | $12,315+2.8% |