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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 | $2,179 | $109,372-98.0% | $89,414-97.6% | $158,966-98.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.72% | 345.55%-349.3pp | 245.50%-249.2pp | 302.95%-306.7pp |
| Employer contribution / active EE | $308 | $3,171-90.3% | $2,586-88.1% | $4,762-93.5% |
| Participant deferral / active EE | $431 | $4,598-90.6% | $3,890-88.9% | $5,983-92.8% |
| Admin fee / account holder | $1,697 | $6,156-72.4% | $4,883-65.2% | $11,250-84.9% |