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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 | $217 | $76,519-99.7% | $56,025-99.6% | $145,897-99.9% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 2.74% | 3017.03%-3014.3pp | 1712.69%-1709.9pp | 552.29%-549.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $199 | $2,624-92.4% | $1,955-89.8% | $6,689-97.0% |
| Admin fee / account holder | $576 | $3,331-82.7% | $2,828-79.6% | $13,390-95.7% |