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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 | $2,233 | $108,882-97.9% | $96,754-97.7% | $154,746-98.6% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | -5.02% | 98.39%-103.4pp | 82.04%-87.1pp | 172.34%-177.4pp |
| Employer contribution / active EE | $460 | $3,018-84.8% | $2,679-82.8% | $4,379-89.5% |
| Participant deferral / active EE | $639 | $5,323-88.0% | $4,758-86.6% | $6,730-90.5% |
| Admin fee / account holder | $970 | $10,200-90.5% | $8,905-89.1% | $14,365-93.3% |