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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 | $2,487 | $100,811-97.5% | $86,698-97.1% | $134,545-98.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -67.49% | 29.11%-96.6pp | 35.96%-103.5pp | 418.37%-485.9pp |
| Employer contribution / active EE | $750 | $3,490-78.5% | $2,837-73.6% | $4,742-84.2% |
| Participant deferral / active EE | $1,223 | $5,339-77.1% | $4,656-73.7% | $6,401-80.9% |
| Admin fee / account holder | $658 | $10,926-94.0% | $7,492-91.2% | $11,431-94.2% |