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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 | $10,002 | $84,713-88.2% | $75,717-86.8% | $167,518-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.04% | 199.49%-192.5pp | 104.58%-97.5pp | 478.71%-471.7pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $642 | $4,578-86.0% | $3,821-83.2% | $6,342-89.9% |
| Admin fee / account holder | $878 | $5,357-83.6% | $3,619-75.7% | $12,312-92.9% |