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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 | $1,213 | $211,224-99.4% | $178,505-99.3% | $145,897-99.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -23.30% | 30.28%-53.6pp | 27.16%-50.5pp | 552.29%-575.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $593 | $6,966-91.5% | $6,280-90.6% | $6,689-91.1% |
| Admin fee / account holder | $4,165 | $12,109-65.6% | $10,428-60.1% | $13,390-68.9% |