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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 | $162 | $201,264-99.9% | $184,185-99.9% | $145,978-99.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -153.08% | 29.00%-182.1pp | 28.81%-181.9pp | 550.52%-703.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $300 | $9,806-96.9% | $9,132-96.7% | $6,690-95.5% |
| Admin fee / account holder | $441 | $16,376-97.3% | $13,909-96.8% | $13,400-96.7% |