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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 | $5,312 | $102,595-94.8% | $94,057-94.4% | $154,746-96.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.70% | 583.42%-575.7pp | 480.62%-472.9pp | 172.34%-164.6pp |
| Employer contribution / active EE | $375 | $3,147-88.1% | $2,933-87.2% | $4,379-91.4% |
| Participant deferral / active EE | $600 | $5,118-88.3% | $4,709-87.3% | $6,730-91.1% |
| Admin fee / account holder | $380 | $7,736-95.1% | $7,244-94.8% | $14,365-97.4% |