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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 | $733 | $100,139-99.3% | $85,187-99.1% | $145,884-99.5% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 3.93% | 84.15%-80.2pp | 66.67%-62.7pp | 551.85%-547.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $814 | $5,296-84.6% | $4,525-82.0% | $6,690-87.8% |
| Admin fee / account holder | $557 | $7,262-92.3% | $6,162-91.0% | $13,392-95.8% |