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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 | $2,079 | $49,177-95.8% | $79,476-97.4% | $64,181-96.8% |
| Participation rate | 88.1% | 65.0%+23.1pp | 73.3%+14.7pp | 69.6%+18.5pp |
| Annual return | -10.02% | -1.16%-8.9pp | 718.21%-728.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $738 | $2,821-73.8% | $3,704-80.1% | $3,470-78.7% |
| Admin fee / account holder | $907 | $3,839-76.4% | $5,113-82.3% | $4,887-81.4% |