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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 | $8,156 | $150,445-94.6% | $136,297-94.0% | $147,585-94.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.80% | 1049.14%-1045.3pp | 5156.16%-5152.4pp | 578.57%-574.8pp |
| Employer contribution / active EE | $1,341 | $5,256-74.5% | $4,696-71.4% | $4,876-72.5% |
| Participant deferral / active EE | $167 | $6,631-97.5% | $6,247-97.3% | $5,439-96.9% |
| Admin fee / account holder | $2,847 | $10,906-73.9% | $9,244-69.2% | $10,885-73.8% |