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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 | $1,767 | $101,618-98.3% | $93,063-98.1% | $137,256-98.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | -6.23% | 223.95%-230.2pp | 34.15%-40.4pp | 220.34%-226.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $589 | $4,279-86.2% | $3,958-85.1% | $6,407-90.8% |
| Admin fee / account holder | $357 | $6,198-94.2% | $6,033-94.1% | $12,270-97.1% |