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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 | $1,973 | $183,592-98.9% | $155,574-98.7% | $145,877-98.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | -10.28% | 61.37%-71.7pp | 64.87%-75.2pp | 551.28%-561.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,522 | $6,466-76.5% | $5,629-73.0% | $6,691-77.3% |
| Admin fee / account holder | $1,708 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |