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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 | $2,759 | $106,749-97.4% | $145,433-98.1% | $82,448-96.7% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | -1665.65% | 27.59%-1693.2pp | 66.58%-1732.2pp | 41.64%-1707.3pp |
| Employer contribution / active EE | $28,875 | $3,444+738.3% | $4,554+534.0% | $2,551+1031.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21,579 | $8,390+157.2% | $13,129+64.4% | $7,234+198.3% |