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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 | $812 | $97,125-99.2% | $86,233-99.1% | $137,256-99.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | -45.41% | 74.19%-119.6pp | 61.39%-106.8pp | 220.34%-265.7pp |
| Employer contribution / active EE | $301 | $2,841-89.4% | $2,504-88.0% | $4,156-92.8% |
| Participant deferral / active EE | $475 | $5,180-90.8% | $4,559-89.6% | $6,407-92.6% |
| Admin fee / account holder | $1,168 | $9,725-88.0% | $8,342-86.0% | $12,270-90.5% |