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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 | $8,962 | $217,432-95.9% | $185,849-95.2% | $167,536-94.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.86% | 148.42%-147.6pp | 122.10%-121.2pp | 478.82%-478.0pp |
| Employer contribution / active EE | $1,240 | $5,875-78.9% | $5,169-76.0% | $4,839-74.4% |
| Participant deferral / active EE | $48 | $6,357-99.2% | $5,569-99.1% | $6,342-99.2% |
| Admin fee / account holder | $4,828 | $19,818-75.6% | $16,244-70.3% | $12,315-60.8% |