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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 | $2,618 | $148,623-98.2% | $135,974-98.1% | $139,466-98.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.80% | 79.30%-70.5pp | 68.30%-59.5pp | 373.66%-364.9pp |
| Employer contribution / active EE | $1,163 | $5,246-77.8% | $4,859-76.1% | $4,754-75.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $349 | $12,406-97.2% | $10,767-96.8% | $11,409-96.9% |