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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 | $4,348 | $115,814-96.2% | $101,275-95.7% | $158,982-97.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.70% | 56.16%-50.5pp | 46.48%-40.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,338 | $4,176-68.0% | $3,660-63.4% | $4,763-71.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,005 | $7,249-86.1% | $5,948-83.1% | $11,252-91.1% |