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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 | $2,407 | $115,814-97.9% | $101,275-97.6% | $158,982-98.5% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | -14.09% | 56.16%-70.2pp | 46.48%-60.6pp | 302.99%-317.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $552 | $4,958-88.9% | $4,371-87.4% | $5,983-90.8% |
| Admin fee / account holder | $644 | $7,249-91.1% | $5,948-89.2% | $11,252-94.3% |