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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 | $870 | $32,117-97.3% | $71,086-98.8% | $64,173-98.6% |
| Participation rate | 85.7% | 42.7%+43.0pp | 54.7%+31.1pp | 69.6%+16.1pp |
| Annual return | -12.47% | -5.57%-6.9pp | 650.59%-663.1pp | 7.63%-20.1pp |
| Employer contribution / active EE | $191 | $712-73.1% | $1,088-82.4% | $2,381-92.0% |
| Participant deferral / active EE | $312 | $1,263-75.3% | $1,874-83.3% | $3,470-91.0% |
| Admin fee / account holder | $451 | $2,759-83.7% | $3,082-85.4% | $4,887-90.8% |