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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 | $2,736 | $114,119-97.6% | $107,187-97.4% | $138,895-98.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 2.15% | 273.21%-271.1pp | 204.55%-202.4pp | 145.39%-143.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $527 | $5,538-90.5% | $5,096-89.7% | $6,396-91.8% |
| Admin fee / account holder | $3,030 | $10,024-69.8% | $9,162-66.9% | $12,562-75.9% |