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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 | $5,475 | $109,872-95.0% | $98,483-94.4% | $167,536-96.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.91% | 1959.31%-1951.4pp | 1494.38%-1486.5pp | 478.82%-470.9pp |
| Employer contribution / active EE | $235 | $3,225-92.7% | $2,961-92.1% | $4,839-95.1% |
| Participant deferral / active EE | $658 | $4,673-85.9% | $4,276-84.6% | $6,342-89.6% |
| Admin fee / account holder | $5,158 | $6,757-23.7% | $5,953-13.3% | $12,315-58.1% |