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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 | $5,414 | $77,638-93.0% | $156,551-96.5% | $62,881-91.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.97% | 50.33%-51.3pp | 32.23%-33.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $988 | $3,444-71.3% | $5,501-82.0% | $2,281-56.7% |
| Participant deferral / active EE | $474 | $3,046-84.4% | $4,871-90.3% | $3,203-85.2% |
| Admin fee / account holder | $916 | $5,561-83.5% | $13,028-93.0% | $4,296-78.7% |