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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 | $1,104 | $165,351-99.3% | $149,710-99.3% | $158,931-99.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.73% | 348.19%-344.5pp | 276.63%-272.9pp | 302.86%-299.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $313 | $7,181-95.6% | $6,842-95.4% | $5,982-94.8% |
| Admin fee / account holder | $426 | $10,807-96.1% | $9,309-95.4% | $11,247-96.2% |