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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 | $3,062 | $100,139-96.9% | $85,187-96.4% | $145,884-97.9% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 1.71% | 84.15%-82.4pp | 66.67%-65.0pp | 551.85%-550.1pp |
| Employer contribution / active EE | $1,901 | $3,238-41.3% | $2,732-30.4% | $4,662-59.2% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $562 | $7,262-92.3% | $6,162-90.9% | $13,392-95.8% |