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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 | $2,271 | $172,111-98.7% | $150,298-98.5% | $137,256-98.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | -30.50% | 69.37%-99.9pp | 62.79%-93.3pp | 220.34%-250.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $865 | $6,166-86.0% | $5,453-84.1% | $6,407-86.5% |
| Admin fee / account holder | $976 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |