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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 | $2,300 | $105,861-97.8% | $90,756-97.5% | $134,509-98.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -38.01% | -10.99%-27.0pp | -12.16%-25.9pp | 418.13%-456.1pp |
| Employer contribution / active EE | $643 | $3,463-81.4% | $2,922-78.0% | $4,741-86.4% |
| Participant deferral / active EE | $1,323 | $5,217-74.6% | $4,565-71.0% | $6,400-79.3% |
| Admin fee / account holder | $363 | $13,938-97.4% | $8,445-95.7% | $11,427-96.8% |