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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 | $1,100 | $150,346-99.3% | $120,524-99.1% | $145,877-99.2% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 8.48% | 154.40%-145.9pp | 107.36%-98.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $467 | $6,172-92.4% | $4,994-90.6% | $6,691-93.0% |
| Admin fee / account holder | $1,167 | $12,215-90.4% | $9,440-87.6% | $13,402-91.3% |