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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 | $6,255 | $103,038-93.9% | $90,324-93.1% | $152,909-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.00% | 95.25%-92.3pp | 78.15%-75.2pp | 345.46%-342.5pp |
| Employer contribution / active EE | $172 | $3,141-94.5% | $2,856-94.0% | $4,764-96.4% |
| Participant deferral / active EE | $410 | $4,282-90.4% | $3,885-89.5% | $5,851-93.0% |
| Admin fee / account holder | $1,574 | $6,177-74.5% | $5,356-70.6% | $11,601-86.4% |