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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 | $3,069 | $97,125-96.8% | $86,233-96.4% | $137,256-97.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | -0.59% | 74.19%-74.8pp | 61.39%-62.0pp | 220.34%-220.9pp |
| Employer contribution / active EE | $612 | $2,841-78.5% | $2,504-75.6% | $4,156-85.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $433 | $9,725-95.5% | $8,342-94.8% | $12,270-96.5% |