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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 | $5,049 | $107,341-95.3% | $92,897-94.6% | $152,870-96.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.15% | 145.59%-144.4pp | 109.42%-108.3pp | 345.34%-344.2pp |
| Employer contribution / active EE | $2,413 | $4,221-42.8% | $3,653-33.9% | $4,763-49.3% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,916 | $7,080-72.9% | $5,794-66.9% | $11,597-83.5% |