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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 | $8,389 | $125,237-93.3% | $105,608-92.1% | $145,877-94.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 1.81% | 225.76%-223.9pp | 116.50%-114.7pp | 551.28%-549.5pp |
| Employer contribution / active EE | $1,066 | $3,720-71.3% | $3,167-66.3% | $4,663-77.1% |
| Participant deferral / active EE | $1,512 | $5,711-73.5% | $5,010-69.8% | $6,691-77.4% |
| Admin fee / account holder | $3,503 | $17,287-79.7% | $11,028-68.2% | $13,402-73.9% |