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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 | $1,339 | $72,071-98.1% | $68,368-98.0% | $137,256-99.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 4.31% | 353.14%-348.8pp | 292.57%-288.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $143 | $4,410-96.7% | $4,123-96.5% | $6,407-97.8% |
| Admin fee / account holder | $337 | $5,336-93.7% | $5,150-93.5% | $12,270-97.3% |