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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 | $1,418 | $160,028-99.1% | $147,080-99.0% | $145,884-99.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -76.23% | 98.60%-174.8pp | 420.17%-496.4pp | 551.85%-628.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,343 | $8,422-84.1% | $8,066-83.4% | $6,690-79.9% |
| Admin fee / account holder | $327 | $15,030-97.8% | $12,989-97.5% | $13,392-97.6% |