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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 | $777 | $70,366-98.9% | $66,674-98.8% | $138,895-99.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | -57.31% | 386.41%-443.7pp | 321.24%-378.6pp | 145.39%-202.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $464 | $4,374-89.4% | $4,084-88.6% | $6,396-92.7% |
| Admin fee / account holder | $842 | $5,262-84.0% | $5,098-83.5% | $12,562-93.3% |