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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 | $4,310 | $106,008-95.9% | $92,240-95.3% | $147,586-97.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.06% | 50.05%-48.0pp | 176.29%-174.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $3,568 | $4,333-17.7% | $3,680-3.0% | $4,876-26.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,229 | $6,333-33.2% | $5,194-18.6% | $10,886-61.2% |