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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 | $1,558 | $100,073-98.4% | $85,126-98.2% | $145,877-98.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.52% | 84.11%-78.6pp | 66.63%-61.1pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $642 | $5,294-87.9% | $4,523-85.8% | $6,691-90.4% |
| Admin fee / account holder | $439 | $7,261-94.0% | $6,160-92.9% | $13,402-96.7% |