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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 | $974 | $172,111-99.4% | $150,298-99.4% | $137,256-99.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | -26.47% | 69.37%-95.8pp | 62.79%-89.3pp | 220.34%-246.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,096 | $6,166-82.2% | $5,453-79.9% | $6,407-82.9% |
| Admin fee / account holder | $900 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |