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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 | $426 | $88,710-99.5% | $81,783-99.5% | $145,959-99.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | -116.28% | 1027.26%-1143.5pp | 775.05%-891.3pp | 561.95%-678.2pp |
| Employer contribution / active EE | $347 | $3,083-88.7% | $2,913-88.1% | $4,661-92.6% |
| Participant deferral / active EE | $118 | $4,645-97.5% | $4,320-97.3% | $6,689-98.2% |
| Admin fee / account holder | $308 | $8,407-96.3% | $7,380-95.8% | $13,398-97.7% |