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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 | $2,875 | $85,169-96.6% | $172,755-98.3% | $72,983-96.1% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | -10.29% | 27.32%-37.6pp | 802.94%-813.2pp | 81.01%-91.3pp |
| Employer contribution / active EE | $618 | $3,324-81.4% | $5,144-88.0% | $2,440-74.7% |
| Participant deferral / active EE | $103 | $3,260-96.8% | $5,198-98.0% | $3,608-97.1% |
| Admin fee / account holder | $571 | $5,880-90.3% | $13,955-95.9% | $5,124-88.9% |