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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 | $2,230 | $57,352-96.1% | $83,830-97.3% | $64,173-96.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -19.11% | 11.38%-30.5pp | 850.97%-870.1pp | 7.63%-26.7pp |
| Employer contribution / active EE | $712 | $2,546-72.0% | $3,631-80.4% | $2,381-70.1% |
| Participant deferral / active EE | $397 | $2,993-86.7% | $4,082-90.3% | $3,470-88.6% |
| Admin fee / account holder | $422 | $4,046-89.6% | $5,479-92.3% | $4,887-91.4% |