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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 | $1,317 | $166,242-99.2% | $165,071-99.2% | $145,884-99.1% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | -13.29% | 100.44%-113.7pp | 70.17%-83.5pp | 551.85%-565.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,689 | $6,964-75.7% | $6,035-72.0% | $6,690-74.7% |
| Admin fee / account holder | $2,421 | $16,658-85.5% | $12,695-80.9% | $13,392-81.9% |