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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 | $4,538 | $95,580-95.3% | $76,872-94.1% | $139,466-96.7% |
| Participation rate | 80.0% | 74.0%+6.0pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 3.85% | 55.00%-51.1pp | 37.90%-34.1pp | 373.66%-369.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $477 | $4,623-89.7% | $3,832-87.6% | $6,712-92.9% |
| Admin fee / account holder | $384 | $8,302-95.4% | $5,476-93.0% | $11,409-96.6% |