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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 | $5,136 | $124,175-95.9% | $108,405-95.3% | $167,553-96.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.94% | 1380.13%-1375.2pp | 905.55%-900.6pp | 478.89%-474.0pp |
| Employer contribution / active EE | $1,047 | $4,188-75.0% | $3,559-70.6% | $4,840-78.4% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,115 | $9,457+17.5% | $7,297+52.3% | $12,316-9.8% |