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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 | $108,882-97.2% | $96,754-96.8% | $154,746-98.0% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | -0.59% | 98.39%-99.0pp | 82.04%-82.6pp | 172.34%-172.9pp |
| Employer contribution / active EE | $612 | $3,018-79.7% | $2,679-77.2% | $4,379-86.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $433 | $10,200-95.8% | $8,905-95.1% | $14,365-97.0% |