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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 | $7,298 | $166,268-95.6% | $165,100-95.6% | $145,897-95.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.76% | 100.52%-96.8pp | 70.21%-66.5pp | 552.29%-548.5pp |
| Employer contribution / active EE | $1,967 | $5,284-62.8% | $4,348-54.8% | $4,663-57.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,200 | $16,659+9.2% | $12,696+43.4% | $13,390+35.9% |