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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 | $491 | $103,038-99.5% | $90,324-99.5% | $152,909-99.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 5.65% | 95.25%-89.6pp | 78.15%-72.5pp | 345.46%-339.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $423 | $4,282-90.1% | $3,885-89.1% | $5,851-92.8% |
| Admin fee / account holder | $3,487 | $6,177-43.6% | $5,356-34.9% | $11,601-69.9% |