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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 | $3,066 | $97,125-96.8% | $86,233-96.4% | $137,256-97.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | -21.98% | 74.19%-96.2pp | 61.39%-83.4pp | 220.34%-242.3pp |
| Employer contribution / active EE | $442 | $2,841-84.4% | $2,504-82.4% | $4,156-89.4% |
| Participant deferral / active EE | $687 | $5,180-86.7% | $4,559-84.9% | $6,407-89.3% |
| Admin fee / account holder | $854 | $9,725-91.2% | $8,342-89.8% | $12,270-93.0% |