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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 | $117,895-99.1% | $102,460-99.0% | $145,897-99.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.58% | 31.92%-26.3pp | 29.47%-23.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $474 | $5,736-91.7% | $5,056-90.6% | $6,689-92.9% |
| Admin fee / account holder | $700 | $13,353-94.8% | $9,460-92.6% | $13,390-94.8% |