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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 | $1,436 | $106,549-98.7% | $91,225-98.4% | $134,509-98.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -31.21% | 160.73%-191.9pp | 114.10%-145.3pp | 418.13%-449.3pp |
| Employer contribution / active EE | $365 | $3,331-89.0% | $2,851-87.2% | $4,741-92.3% |
| Participant deferral / active EE | $633 | $4,719-86.6% | $4,234-85.0% | $6,400-90.1% |
| Admin fee / account holder | $355 | $6,234-94.3% | $5,422-93.5% | $11,427-96.9% |