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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 | $1,917 | $106,280-98.2% | $96,538-98.0% | $139,487-98.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.25% | 38.48%-34.2pp | 35.74%-31.5pp | 373.84%-369.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $608 | $5,457-88.9% | $4,880-87.5% | $6,713-90.9% |
| Admin fee / account holder | $7,343 | $7,888-6.9% | $6,737+9.0% | $11,407-35.6% |