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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 | $1,237 | $111,535-98.9% | $105,223-98.8% | $137,256-99.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 4.59% | 237.85%-233.3pp | 180.65%-176.1pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,355 | $5,500-75.4% | $5,072-73.3% | $6,407-78.8% |
| Admin fee / account holder | $2,595 | $9,721-73.3% | $8,859-70.7% | $12,270-78.9% |