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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 | $792 | $93,117-99.1% | $77,096-99.0% | $134,532-99.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -21.88% | 62.67%-84.5pp | 42.35%-64.2pp | 418.27%-440.1pp |
| Employer contribution / active EE | $464 | $3,420-86.4% | $2,814-83.5% | $4,741-90.2% |
| Participant deferral / active EE | $696 | $5,241-86.7% | $4,429-84.3% | $6,401-89.1% |
| Admin fee / account holder | $845 | $6,948-87.8% | $5,428-84.4% | $11,429-92.6% |