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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 | $2,837 | $107,368-97.4% | $92,915-96.9% | $152,909-98.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.40% | 145.64%-136.2pp | 109.45%-100.0pp | 345.46%-336.1pp |
| Employer contribution / active EE | $1,209 | $4,222-71.4% | $3,653-66.9% | $4,764-74.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $638 | $7,082-91.0% | $5,796-89.0% | $11,601-94.5% |