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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 | $496 | $111,830-99.6% | $93,696-99.5% | $145,884-99.7% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 4.52% | 204.08%-199.6pp | 133.74%-129.2pp | 551.85%-547.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $198 | $4,920-96.0% | $4,417-95.5% | $6,690-97.0% |
| Admin fee / account holder | $797 | $10,249-92.2% | $8,287-90.4% | $13,392-94.0% |