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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 | $710 | $111,878-99.4% | $93,727-99.2% | $145,897-99.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.60% | 204.28%-196.7pp | 133.83%-126.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $446 | $4,920-90.9% | $4,417-89.9% | $6,689-93.3% |
| Admin fee / account holder | $732 | $10,256-92.9% | $8,292-91.2% | $13,390-94.5% |