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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 | $1,019 | $160,028-99.4% | $147,080-99.3% | $145,884-99.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.39% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $733 | $8,422-91.3% | $8,066-90.9% | $6,690-89.0% |
| Admin fee / account holder | $391 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |