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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 | $4,387 | $103,000-95.7% | $90,300-95.1% | $152,885-97.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.37% | 95.19%-93.8pp | 78.11%-76.7pp | 345.39%-344.0pp |
| Employer contribution / active EE | $1,321 | $3,138-57.9% | $2,854-53.7% | $4,763-72.3% |
| Participant deferral / active EE | $674 | $4,281-84.3% | $3,884-82.6% | $5,851-88.5% |
| Admin fee / account holder | $5,145 | $6,173-16.7% | $5,353-3.9% | $11,598-55.6% |