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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 | $2,571 | $111,535-97.7% | $105,223-97.6% | $137,256-98.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.87% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $881 | $5,500-84.0% | $5,072-82.6% | $6,407-86.2% |
| Admin fee / account holder | $1,761 | $9,721-81.9% | $8,859-80.1% | $12,270-85.6% |