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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 | $118 | $183,592-99.9% | $155,574-99.9% | $145,877-99.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | -3.74% | 61.37%-65.1pp | 64.87%-68.6pp | 551.28%-555.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $70 | $6,466-98.9% | $5,629-98.7% | $6,691-98.9% |
| Admin fee / account holder | $419 | $19,316-97.8% | $15,914-97.4% | $13,402-96.9% |