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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 | $5,123 | $102,663-95.0% | $86,216-94.1% | $139,466-96.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.11% | 1924.52%-1918.4pp | 1169.42%-1163.3pp | 373.66%-367.5pp |
| Employer contribution / active EE | $1,047 | $3,035-65.5% | $2,382-56.0% | $4,754-78.0% |
| Participant deferral / active EE | $36 | $4,677-99.2% | $3,986-99.1% | $6,712-99.5% |
| Admin fee / account holder | $248,461 | $8,663+2768.2% | $6,853+3525.4% | $11,409+2077.8% |