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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 | $304 | $27,936-98.9% | $58,561-99.5% | $75,173-99.6% |
| Participation rate | 88.1% | 38.8%+49.2pp | 50.9%+37.2pp | 67.2%+20.9pp |
| Annual return | 8.76% | 44.21%-35.5pp | 4251.33%-4242.6pp | 160.72%-152.0pp |
| Employer contribution / active EE | $126 | $670-81.2% | $1,053-88.0% | $2,671-95.3% |
| Participant deferral / active EE | $127 | $1,202-89.4% | $1,923-93.4% | $4,126-96.9% |
| Admin fee / account holder | $365 | $1,727-78.9% | $2,520-85.5% | $5,651-93.5% |