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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 | $12,917 | $129,959-90.1% | $104,301-87.6% | $134,532-90.4% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -23.40% | 42.04%-65.4pp | 24.61%-48.0pp | 418.27%-441.7pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,208 | $5,589-78.4% | $4,626-73.9% | $6,401-81.1% |
| Admin fee / account holder | $877 | $9,325-90.6% | $7,340-88.1% | $11,429-92.3% |