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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 | $2,085 | $99,053-97.9% | $88,179-97.6% | $138,895-98.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.1%+23.7pp | 79.9%+12.9pp |
| Annual return | -2.48% | 78.17%-80.6pp | 64.97%-67.4pp | 145.39%-147.9pp |
| Employer contribution / active EE | $442 | $2,882-84.7% | $2,549-82.7% | $4,194-89.5% |
| Participant deferral / active EE | $442 | $5,225-91.6% | $4,614-90.4% | $6,396-93.1% |
| Admin fee / account holder | $705 | $8,748-91.9% | $7,673-90.8% | $12,562-94.4% |