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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 | $94,439-99.4% | $73,658-99.3% | $154,746-99.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -38.59% | 28.25%-66.8pp | 29.72%-68.3pp | 172.34%-210.9pp |
| Employer contribution / active EE | $455 | $1,257-63.8% | $1,032-55.9% | $4,379-89.6% |
| Participant deferral / active EE | $121 | $2,527-95.2% | $2,062-94.1% | $6,730-98.2% |
| Admin fee / account holder | $1,171 | $3,843-69.5% | $3,357-65.1% | $14,365-91.8% |