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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 | $3,099 | $72,465-95.7% | $67,575-95.4% | $145,884-97.9% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 3.10% | 7222.56%-7219.5pp | 3528.98%-3525.9pp | 551.85%-548.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $91 | $4,786-98.1% | $4,003-97.7% | $6,690-98.6% |
| Admin fee / account holder | $417 | $5,515-92.4% | $3,993-89.5% | $13,392-96.9% |