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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 | $5,448 | $176,077-96.9% | $159,455-96.6% | $167,518-96.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.55% | 331.83%-324.3pp | 263.63%-256.1pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $809 | $7,751-89.6% | $7,353-89.0% | $6,342-87.2% |
| Admin fee / account holder | $745 | $12,556-94.1% | $10,800-93.1% | $12,312-94.0% |