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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 | $2,678 | $183,592-98.5% | $155,574-98.3% | $145,877-98.2% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | -5.77% | 61.37%-67.1pp | 64.87%-70.6pp | 551.28%-557.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $361 | $6,466-94.4% | $5,629-93.6% | $6,691-94.6% |
| Admin fee / account holder | $1,245 | $19,316-93.6% | $15,914-92.2% | $13,402-90.7% |