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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 | $2,262 | $56,200-96.0% | $67,653-96.7% | $59,633-96.2% |
| Participation rate | 76.6% | 71.5%+5.2pp | 75.7%+1.0pp | 68.7%+8.0pp |
| Annual return | -2.40% | 18506.71%-18509.1pp | 6625.22%-6627.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $379 | $1,615-76.5% | $2,266-83.3% | $2,203-82.8% |
| Participant deferral / active EE | $533 | $2,843-81.2% | $3,560-85.0% | $3,192-83.3% |
| Admin fee / account holder | $537 | $3,959-86.4% | $4,821-88.9% | $4,297-87.5% |