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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 | $2,093 | $103,008-98.0% | $90,304-97.7% | $152,897-98.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -18.34% | 95.22%-113.6pp | 78.13%-96.5pp | 345.43%-363.8pp |
| Employer contribution / active EE | $664 | $3,139-78.9% | $2,855-76.7% | $4,764-86.1% |
| Participant deferral / active EE | $688 | $4,281-83.9% | $3,885-82.3% | $5,851-88.2% |
| Admin fee / account holder | $2,428 | $6,175-60.7% | $5,354-54.7% | $11,599-79.1% |