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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 | $4,497 | $157,296-97.1% | $141,191-96.8% | $152,897-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.37% | 64.34%-61.0pp | 71.41%-68.0pp | 345.43%-342.1pp |
| Employer contribution / active EE | $1,314 | $5,262-75.0% | $4,736-72.3% | $4,764-72.4% |
| Participant deferral / active EE | $1,616 | $7,111-77.3% | $6,710-75.9% | $5,851-72.4% |
| Admin fee / account holder | $106,226 | $12,125+776.1% | $10,264+934.9% | $11,599+815.8% |