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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 | $8,195 | $175,259-95.3% | $149,723-94.5% | $139,487-94.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.42% | 166.82%-166.4pp | 134.50%-134.1pp | 373.84%-373.4pp |
| Employer contribution / active EE | $1,118 | $5,478-79.6% | $4,821-76.8% | $4,755-76.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,548 | $16,158-84.2% | $13,215-80.7% | $11,407-77.7% |