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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 | $11,213 | $142,361-92.1% | $119,608-90.6% | $134,509-91.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -22.49% | -12.46%-10.0pp | -14.98%-7.5pp | 418.13%-440.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $404 | $6,468-93.8% | $5,601-92.8% | $6,400-93.7% |
| Admin fee / account holder | $1,164 | $13,588-91.4% | $10,326-88.7% | $11,427-89.8% |