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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 | $1,640 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 10.21% | 353.14%-342.9pp | 292.57%-282.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $431 | $4,410-90.2% | $4,123-89.5% | $6,407-93.3% |
| Admin fee / account holder | $620 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |