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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 | $1,601 | $61,787-97.4% | $97,197-98.4% | $80,925-98.0% |
| Participation rate | 79.6% | 63.5%+16.2pp | 72.7%+6.9pp | 67.7%+12.0pp |
| Annual return | 7.89% | -558.16%+566.0pp | 75.47%-67.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $394 | $1,836-78.6% | $2,723-85.5% | $2,756-85.7% |
| Participant deferral / active EE | $585 | $3,027-80.7% | $4,263-86.3% | $4,299-86.4% |
| Admin fee / account holder | $466 | $5,170-91.0% | $5,637-91.7% | $6,940-93.3% |