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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 | $1,827 | $114,013-98.4% | $103,693-98.2% | $155,188-98.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | -12.73% | 49.31%-62.0pp | 47.61%-60.3pp | 148.84%-161.6pp |
| Employer contribution / active EE | $351 | $3,131-88.8% | $2,920-88.0% | $4,248-91.7% |
| Participant deferral / active EE | $561 | $4,970-88.7% | $4,579-87.7% | $6,531-91.4% |
| Admin fee / account holder | $410 | $8,407-95.1% | $7,858-94.8% | $14,480-97.2% |