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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 | $1,326 | $111,535-98.8% | $105,223-98.7% | $137,256-99.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 2.98% | 237.85%-234.9pp | 180.65%-177.7pp | 220.34%-217.4pp |
| Employer contribution / active EE | $816 | $3,939-79.3% | $3,689-77.9% | $4,156-80.4% |
| Participant deferral / active EE | $435 | $5,500-92.1% | $5,072-91.4% | $6,407-93.2% |
| Admin fee / account holder | $95,896 | $9,721+886.4% | $8,859+982.5% | $12,270+681.5% |