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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 | $2,659 | $58,258-95.4% | $81,820-96.8% | $80,925-96.7% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+10.9pp | 67.7%+15.7pp |
| Annual return | -7.83% | 41.76%-49.6pp | 777.93%-785.8pp | 35.65%-43.5pp |
| Employer contribution / active EE | $362 | $2,345-84.6% | $2,915-87.6% | $2,756-86.9% |
| Participant deferral / active EE | $530 | $3,284-83.9% | $4,323-87.7% | $4,299-87.7% |
| Admin fee / account holder | $475 | $4,976-90.5% | $7,391-93.6% | $6,940-93.2% |