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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 | $1,813 | $81,696-97.8% | $70,494-97.4% | $158,982-98.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -0.33% | 208.70%-209.0pp | 109.16%-109.5pp | 302.99%-303.3pp |
| Employer contribution / active EE | $416 | $3,220-87.1% | $2,738-84.8% | $4,763-91.3% |
| Participant deferral / active EE | $635 | $4,558-86.1% | $3,711-82.9% | $5,983-89.4% |
| Admin fee / account holder | $343 | $6,200-94.5% | $3,848-91.1% | $11,252-97.0% |