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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 | $5,165 | $160,070-96.8% | $147,117-96.5% | $145,897-96.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | -1.99% | 98.69%-100.7pp | 420.54%-422.5pp | 552.29%-554.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $805 | $8,419-90.4% | $8,065-90.0% | $6,689-88.0% |
| Admin fee / account holder | $1,778 | $15,035-88.2% | $12,993-86.3% | $13,390-86.7% |