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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 | $4,187 | $97,125-95.7% | $86,233-95.1% | $137,256-96.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -58.94% | 74.19%-133.1pp | 61.39%-120.3pp | 220.34%-279.3pp |
| Employer contribution / active EE | $812 | $2,841-71.4% | $2,504-67.6% | $4,156-80.5% |
| Participant deferral / active EE | $812 | $5,180-84.3% | $4,559-82.2% | $6,407-87.3% |
| Admin fee / account holder | $664 | $9,725-93.2% | $8,342-92.0% | $12,270-94.6% |