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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 | $7,775 | $190,879-95.9% | $160,009-95.1% | $134,532-94.2% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.0%-5.3pp | 81.2%-8.5pp |
| Annual return | -20.53% | 552.63%-573.2pp | 408.85%-429.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,114 | $6,924-83.9% | $6,183-82.0% | $6,401-82.6% |
| Admin fee / account holder | $421 | $10,495-96.0% | $8,715-95.2% | $11,429-96.3% |