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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 | $1,952 | $183,592-98.9% | $155,574-98.7% | $145,877-98.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -6.14% | 61.37%-67.5pp | 64.87%-71.0pp | 551.28%-557.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $370 | $6,466-94.3% | $5,629-93.4% | $6,691-94.5% |
| Admin fee / account holder | $334 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |