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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 | $1,644 | $124,346-98.7% | $111,306-98.5% | $167,553-99.0% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | -23.23% | 37.46%-60.7pp | 54.67%-77.9pp | 478.89%-502.1pp |
| Employer contribution / active EE | $876 | $3,438-74.5% | $2,732-67.9% | $4,840-81.9% |
| Participant deferral / active EE | $436 | $5,182-91.6% | $4,488-90.3% | $6,343-93.1% |
| Admin fee / account holder | $342 | $10,623-96.8% | $7,966-95.7% | $12,316-97.2% |