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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 | $7,662 | $90,486-91.5% | $78,676-90.3% | $273,972-97.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | -0.22% | 75.62%-75.8pp | 62.19%-62.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $34 | $3,175-98.9% | $2,850-98.8% | $4,869-99.3% |
| Participant deferral / active EE | $42 | $3,901-98.9% | $3,517-98.8% | $5,287-99.2% |
| Admin fee / account holder | $25,473 | $5,263+384.0% | $4,510+464.8% | $10,133+151.4% |