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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 | $788 | $88,996-99.1% | $78,004-99.0% | $138,895-99.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | -25.88% | 28.03%-53.9pp | 31.07%-57.0pp | 145.39%-171.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $198 | $4,724-95.8% | $4,092-95.2% | $6,396-96.9% |
| Admin fee / account holder | $1,232 | $8,807-86.0% | $7,578-83.7% | $12,562-90.2% |