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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 | $4,819 | $72,465-93.3% | $67,575-92.9% | $145,884-96.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.02% | 7222.56%-7221.5pp | 3528.98%-3528.0pp | 551.85%-550.8pp |
| Employer contribution / active EE | $1,100 | $3,074-64.2% | $2,736-59.8% | $4,662-76.4% |
| Participant deferral / active EE | $720 | $4,786-85.0% | $4,003-82.0% | $6,690-89.2% |
| Admin fee / account holder | $51,395 | $5,515+831.9% | $3,993+1187.1% | $13,392+283.8% |