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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 | $562 | $103,000-99.5% | $90,300-99.4% | $152,885-99.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | -169.81% | 95.19%-265.0pp | 78.11%-247.9pp | 345.39%-515.2pp |
| Employer contribution / active EE | $244 | $3,138-92.2% | $2,854-91.5% | $4,763-94.9% |
| Participant deferral / active EE | $352 | $4,281-91.8% | $3,884-90.9% | $5,851-94.0% |
| Admin fee / account holder | $417 | $6,173-93.2% | $5,353-92.2% | $11,598-96.4% |