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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $3,652 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -22.76% | 237.85%-260.6pp | 180.65%-203.4pp | 220.34%-243.1pp |
| Employer contribution / active EE | $201 | $3,939-94.9% | $3,689-94.6% | $4,156-95.2% |
| Participant deferral / active EE | $661 | $5,500-88.0% | $5,072-87.0% | $6,407-89.7% |
| Admin fee / account holder | $2,414 | $9,721-75.2% | $8,859-72.8% | $12,270-80.3% |