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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 | $8,160 | $91,037-91.0% | $71,671-88.6% | $147,586-94.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -0.46% | 20.48%-20.9pp | 20.65%-21.1pp | 578.59%-579.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $731 | $4,498-83.8% | $3,438-78.7% | $5,439-86.6% |
| Admin fee / account holder | $1,880 | $8,613-78.2% | $5,558-66.2% | $10,886-82.7% |