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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 | $5,149 | $167,353-96.9% | $143,797-96.4% | $134,545-96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -56.48% | 0.48%-57.0pp | -0.04%-56.4pp | 418.37%-474.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $89 | $6,447-98.6% | $5,638-98.4% | $6,401-98.6% |
| Admin fee / account holder | $1,075 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |