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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 | $877 | $93,064-99.1% | $74,577-98.8% | $273,972-99.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -49.60% | 26.18%-75.8pp | 20.47%-70.1pp | 41.46%-91.1pp |
| Employer contribution / active EE | $166 | $3,160-94.7% | $2,525-93.4% | $4,869-96.6% |
| Participant deferral / active EE | $377 | $4,160-90.9% | $3,458-89.1% | $5,287-92.9% |
| Admin fee / account holder | $408 | $5,273-92.3% | $4,138-90.1% | $10,133-96.0% |