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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 | $9,493 | $209,425-95.5% | $178,499-94.7% | $158,966-94.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.06% | 188.80%-187.7pp | 151.10%-150.0pp | 302.95%-301.9pp |
| Employer contribution / active EE | $1,237 | $5,707-78.3% | $5,011-75.3% | $4,762-74.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $493 | $17,078-97.1% | $13,986-96.5% | $11,250-95.6% |