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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 | $5,461 | $148,558-96.3% | $135,925-96.0% | $139,427-96.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.69% | 79.22%-72.5pp | 68.25%-61.6pp | 373.27%-366.6pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $240 | $8,101-97.0% | $7,759-96.9% | $6,711-96.4% |
| Admin fee / account holder | $4,213 | $12,401-66.0% | $10,764-60.9% | $11,404-63.1% |