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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 | $4,025 | $167,362-97.6% | $143,799-97.2% | $134,532-97.0% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -23.01% | 0.47%-23.5pp | -0.04%-23.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,951 | $6,447-69.7% | $5,638-65.4% | $6,401-69.5% |
| Admin fee / account holder | $1,569 | $18,094-91.3% | $14,677-89.3% | $11,429-86.3% |