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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 | $547 | $110,039-99.5% | $97,260-99.4% | $145,884-99.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | -1.91% | 244.44%-246.4pp | 75.54%-77.5pp | 551.85%-553.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $448 | $4,674-90.4% | $4,262-89.5% | $6,690-93.3% |
| Admin fee / account holder | $610 | $6,204-90.2% | $5,640-89.2% | $13,392-95.4% |