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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 | $102,938-98.3% | $94,105-98.1% | $138,895-98.7% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | -6.23% | 250.28%-256.5pp | 204.55%-210.8pp | 145.39%-151.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $589 | $4,196-86.0% | $3,881-84.8% | $6,396-90.8% |
| Admin fee / account holder | $357 | $6,600-94.6% | $6,199-94.2% | $12,562-97.2% |