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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 | $8,115 | $75,832-89.3% | $147,617-94.5% | $59,633-86.4% |
| Participation rate | 89.7% | 71.6%+18.1pp | 84.6%+5.0pp | 68.7%+21.0pp |
| Annual return | -8.33% | 0.37%-8.7pp | 61.98%-70.3pp | 2041.45%-2049.8pp |
| Employer contribution / active EE | $655 | $3,485-81.2% | $5,564-88.2% | $2,203-70.3% |
| Participant deferral / active EE | $573 | $3,131-81.7% | $4,895-88.3% | $3,192-82.0% |
| Admin fee / account holder | $683 | $5,986-88.6% | $11,612-94.1% | $4,297-84.1% |