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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 | $1,719 | $162,812-98.9% | $133,971-98.7% | $158,966-98.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -23.41% | 41.94%-65.4pp | 45.09%-68.5pp | 302.95%-326.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $593 | $5,910-90.0% | $5,047-88.2% | $5,983-90.1% |
| Admin fee / account holder | $607 | $11,741-94.8% | $8,929-93.2% | $11,250-94.6% |