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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 | $671 | $109,411-99.4% | $89,435-99.2% | $158,982-99.6% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | -3.96% | 345.68%-349.6pp | 245.55%-249.5pp | 302.99%-307.0pp |
| Employer contribution / active EE | $283 | $3,173-91.1% | $2,587-89.1% | $4,763-94.1% |
| Participant deferral / active EE | $580 | $4,600-87.4% | $3,890-85.1% | $5,983-90.3% |
| Admin fee / account holder | $617 | $6,159-90.0% | $4,884-87.4% | $11,252-94.5% |