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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 | $1,714 | $167,353-99.0% | $143,797-98.8% | $134,545-98.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.23% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $667 | $6,447-89.7% | $5,638-88.2% | $6,401-89.6% |
| Admin fee / account holder | $308 | $18,096-98.3% | $14,679-97.9% | $11,431-97.3% |