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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 | $7,525 | $157,296-95.2% | $141,191-94.7% | $152,897-95.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.12% | 64.34%-54.2pp | 71.41%-61.3pp | 345.43%-335.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $295 | $7,111-95.9% | $6,710-95.6% | $5,851-95.0% |
| Admin fee / account holder | $2,182 | $12,125-82.0% | $10,264-78.7% | $11,599-81.2% |