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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 | $3,173 | $73,546-95.7% | $63,018-95.0% | $147,586-97.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.91% | 175.56%-169.6pp | 87.62%-81.7pp | 578.59%-572.7pp |
| Employer contribution / active EE | $854 | $3,324-74.3% | $2,761-69.1% | $4,876-82.5% |
| Participant deferral / active EE | $18 | $4,185-99.6% | $3,330-99.5% | $5,439-99.7% |
| Admin fee / account holder | $6,247 | $5,956+4.9% | $3,601+73.5% | $10,886-42.6% |