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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 | $488 | $100,938-99.5% | $90,461-99.5% | $158,982-99.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.07% | 1727.20%-1727.1pp | 1294.76%-1294.7pp | 302.99%-302.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $248 | $4,350-94.3% | $3,964-93.7% | $5,983-95.9% |
| Admin fee / account holder | $2,556 | $6,510-60.7% | $5,617-54.5% | $11,252-77.3% |