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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 | $473 | $95,415-99.5% | $185,851-99.7% | $85,851-99.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.08% | 23.59%-13.5pp | 122.11%-112.0pp | 318.63%-308.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $259 | $3,424-92.4% | $5,569-95.4% | $3,952-93.5% |
| Admin fee / account holder | $321 | $7,215-95.5% | $16,245-98.0% | $6,261-94.9% |