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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 | $1,202 | $178,174-99.3% | $156,181-99.2% | $137,256-99.1% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | -3.60% | 84.19%-87.8pp | 64.87%-68.5pp | 220.34%-223.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $619 | $6,888-91.0% | $6,132-89.9% | $6,407-90.3% |
| Admin fee / account holder | $1,333 | $17,404-92.3% | $14,586-90.9% | $12,270-89.1% |