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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 | $2,638 | $111,814-97.6% | $93,654-97.2% | $145,959-98.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 2.80% | 203.30%-200.5pp | 133.34%-130.5pp | 561.95%-559.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $362 | $4,914-92.6% | $4,413-91.8% | $6,689-94.6% |
| Admin fee / account holder | $770 | $10,246-92.5% | $8,282-90.7% | $13,398-94.3% |