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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 | $643 | $100,911-99.4% | $90,440-99.3% | $158,966-99.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | -152.30% | 1726.62%-1878.9pp | 1294.38%-1446.7pp | 302.95%-455.2pp |
| Employer contribution / active EE | $258 | $3,690-93.0% | $3,263-92.1% | $4,762-94.6% |
| Participant deferral / active EE | $406 | $4,348-90.7% | $3,964-89.8% | $5,983-93.2% |
| Admin fee / account holder | $794 | $6,507-87.8% | $5,615-85.9% | $11,250-92.9% |