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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 | $201,372-99.9% | $184,260-99.9% | $145,884-99.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -153.08% | 29.04%-182.1pp | 28.84%-181.9pp | 551.85%-704.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $300 | $9,808-96.9% | $9,133-96.7% | $6,690-95.5% |
| Admin fee / account holder | $441 | $16,362-97.3% | $13,898-96.8% | $13,392-96.7% |