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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 | $491 | $76,634-99.4% | $56,054-99.1% | $145,978-99.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | 5.06% | 3004.33%-2999.3pp | 1705.95%-1700.9pp | 550.52%-545.5pp |
| Employer contribution / active EE | $138 | $1,380-90.0% | $1,039-86.7% | $4,662-97.0% |
| Participant deferral / active EE | $145 | $2,622-94.5% | $1,952-92.6% | $6,690-97.8% |
| Admin fee / account holder | $448 | $3,321-86.5% | $2,822-84.1% | $13,400-96.7% |