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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 | $8,247 | $107,941-92.4% | $91,994-91.0% | $152,897-94.6% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.5%+2.2pp |
| Annual return | -11.32% | 89.28%-100.6pp | 69.04%-80.4pp | 345.43%-356.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $543 | $6,366-91.5% | $5,924-90.8% | $5,851-90.7% |
| Admin fee / account holder | $2,489 | $10,521-76.3% | $7,744-67.9% | $11,599-78.5% |