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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 | $14,507 | $138,075-89.5% | $123,552-88.3% | $135,379-89.3% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -10.18% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,212 | $6,800-82.2% | $6,426-81.1% | $5,609-78.4% |
| Admin fee / account holder | $639 | $10,917-94.2% | $9,285-93.1% | $10,828-94.1% |