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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 | $2,379 | $93,098-97.4% | $77,081-96.9% | $134,509-98.2% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -22.24% | 62.63%-84.9pp | 42.33%-64.6pp | 418.13%-440.4pp |
| Employer contribution / active EE | $472 | $3,419-86.2% | $2,813-83.2% | $4,741-90.0% |
| Participant deferral / active EE | $701 | $5,239-86.6% | $4,428-84.2% | $6,400-89.0% |
| Admin fee / account holder | $594 | $6,945-91.4% | $5,427-89.0% | $11,427-94.8% |