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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 | $1,661 | $52,353-96.8% | $120,225-98.6% | $82,448-98.0% |
| Participation rate | 83.8% | 58.3%+25.5pp | 69.6%+14.2pp | 68.1%+15.7pp |
| Annual return | 12.88% | 61.85%-49.0pp | 439.23%-426.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $222 | $2,627-91.6% | $3,999-94.5% | $4,139-94.6% |
| Admin fee / account holder | $443 | $4,363-89.8% | $5,696-92.2% | $7,234-93.9% |