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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 | $167 | $90,489-99.8% | $76,051-99.8% | $145,978-99.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.66% | 622.78%-620.1pp | 360.42%-357.8pp | 550.52%-547.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $333 | $5,164-93.6% | $4,257-92.2% | $6,690-95.0% |
| Admin fee / account holder | $27,684 | $8,374+230.6% | $6,416+331.5% | $13,400+106.6% |