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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 | $5,073 | $112,935-95.5% | $90,970-94.4% | $158,966-96.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.04% | 215.79%-212.7pp | 134.58%-131.5pp | 302.95%-299.9pp |
| Employer contribution / active EE | $1,338 | $2,895-53.8% | $2,122-36.9% | $4,762-71.9% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50,683 | $8,045+530.0% | $5,960+750.4% | $11,250+350.5% |