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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 | $97,125-97.7% | $86,233-97.4% | $137,256-98.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | -5.02% | 74.19%-79.2pp | 61.39%-66.4pp | 220.34%-225.4pp |
| Employer contribution / active EE | $460 | $2,841-83.8% | $2,504-81.6% | $4,156-88.9% |
| Participant deferral / active EE | $639 | $5,180-87.7% | $4,559-86.0% | $6,407-90.0% |
| Admin fee / account holder | $970 | $9,725-90.0% | $8,342-88.4% | $12,270-92.1% |