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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 | $1,122 | $115,814-99.0% | $101,275-98.9% | $158,982-99.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 6.41% | 56.16%-49.7pp | 46.48%-40.1pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $38 | $4,958-99.2% | $4,371-99.1% | $5,983-99.4% |
| Admin fee / account holder | $302 | $7,249-95.8% | $5,948-94.9% | $11,252-97.3% |