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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 | $1,345 | $138,076-99.0% | $123,553-98.9% | $135,380-99.0% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -19.29% | 153.70%-173.0pp | 119.21%-138.5pp | 519.81%-539.1pp |
| Employer contribution / active EE | $1,399 | $5,152-72.8% | $4,628-69.8% | $4,779-70.7% |
| Participant deferral / active EE | $375 | $6,800-94.5% | $6,426-94.2% | $5,609-93.3% |
| Admin fee / account holder | $309 | $10,917-97.2% | $9,284-96.7% | $10,828-97.1% |