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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 | $3,007 | $172,111-98.3% | $150,298-98.0% | $137,256-97.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.12% | 69.37%-68.2pp | 62.79%-61.7pp | 220.34%-219.2pp |
| Employer contribution / active EE | $971 | $4,636-79.0% | $4,154-76.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,119 | $6,166-81.8% | $5,453-79.5% | $6,407-82.5% |
| Admin fee / account holder | $95,966 | $16,471+482.6% | $14,116+579.8% | $12,270+682.1% |