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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 | $661 | $167,522-99.6% | $151,639-99.6% | $134,532-99.5% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.2pp |
| Annual return | -53.08% | 7.81%-60.9pp | 3.34%-56.4pp | 418.27%-471.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $599 | $8,986-93.3% | $8,363-92.8% | $6,401-90.6% |
| Admin fee / account holder | $458 | $13,780-96.7% | $11,613-96.1% | $11,429-96.0% |