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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 | $545 | $67,823-99.2% | $52,425-99.0% | $137,256-99.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -38.59% | 219.11%-257.7pp | 302.12%-340.7pp | 220.34%-258.9pp |
| Employer contribution / active EE | $455 | $1,163-60.9% | $914-50.2% | $4,156-89.1% |
| Participant deferral / active EE | $121 | $2,288-94.7% | $1,790-93.2% | $6,407-98.1% |
| Admin fee / account holder | $1,171 | $2,844-58.8% | $2,495-53.1% | $12,270-90.5% |