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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 | $1,008 | $117,829-99.1% | $102,423-99.0% | $145,877-99.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.58% | 31.83%-26.3pp | 29.42%-23.8pp | 551.28%-545.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $474 | $5,732-91.7% | $5,054-90.6% | $6,691-92.9% |
| Admin fee / account holder | $700 | $13,335-94.7% | $9,455-92.6% | $13,402-94.8% |