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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 | $2,331 | $88,707-97.4% | $74,184-96.9% | $273,972-99.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -41.46% | 11.94%-53.4pp | 17.74%-59.2pp | 41.46%-82.9pp |
| Employer contribution / active EE | $585 | $3,159-81.5% | $2,370-75.3% | $4,869-88.0% |
| Participant deferral / active EE | $457 | $4,212-89.1% | $3,550-87.1% | $5,287-91.4% |
| Admin fee / account holder | $997 | $8,717-88.6% | $5,586-82.1% | $10,133-90.2% |