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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 | $2,231 | $108,882-98.0% | $96,754-97.7% | $154,746-98.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -15.07% | 98.39%-113.5pp | 82.04%-97.1pp | 172.34%-187.4pp |
| Employer contribution / active EE | $427 | $3,018-85.8% | $2,679-84.0% | $4,379-90.2% |
| Participant deferral / active EE | $639 | $5,323-88.0% | $4,758-86.6% | $6,730-90.5% |
| Admin fee / account holder | $677 | $10,200-93.4% | $8,905-92.4% | $14,365-95.3% |