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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 | $648 | $102,595-99.4% | $94,057-99.3% | $154,746-99.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 1.27% | 583.42%-582.1pp | 480.62%-479.3pp | 172.34%-171.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $839 | $5,118-83.6% | $4,709-82.2% | $6,730-87.5% |
| Admin fee / account holder | $646 | $7,736-91.7% | $7,244-91.1% | $14,365-95.5% |