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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 | $1,529 | $101,618-98.5% | $93,063-98.4% | $137,256-98.9% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | -19.01% | 223.95%-243.0pp | 34.15%-53.2pp | 220.34%-239.3pp |
| Employer contribution / active EE | $90 | $2,707-96.7% | $2,476-96.4% | $4,156-97.8% |
| Participant deferral / active EE | $90 | $4,279-97.9% | $3,958-97.7% | $6,407-98.6% |
| Admin fee / account holder | $599 | $6,198-90.3% | $6,033-90.1% | $12,270-95.1% |