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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 | $3,553 | $96,691-96.3% | $86,656-95.9% | $139,487-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.19% | 106.87%-100.7pp | 593.09%-586.9pp | 373.84%-367.6pp |
| Employer contribution / active EE | $462 | $3,267-85.9% | $3,025-84.7% | $4,755-90.3% |
| Participant deferral / active EE | $783 | $4,838-83.8% | $4,439-82.4% | $6,713-88.3% |
| Admin fee / account holder | $992 | $6,414-84.5% | $5,619-82.3% | $11,407-91.3% |