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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 | $2,667 | $72,426-96.3% | $67,560-96.1% | $145,897-98.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.25% | 7226.78%-7219.5pp | 3533.50%-3526.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $433 | $3,074-85.9% | $2,737-84.2% | $4,663-90.7% |
| Participant deferral / active EE | $650 | $4,785-86.4% | $4,004-83.8% | $6,689-90.3% |
| Admin fee / account holder | $1,484 | $5,514-73.1% | $3,994-62.8% | $13,390-88.9% |