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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 | $7,461 | $210,698-96.5% | $178,014-95.8% | $145,959-94.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -23.35% | 386.27%-409.6pp | 294.80%-318.2pp | 561.95%-585.3pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $296 | $6,958-95.7% | $6,276-95.3% | $6,689-95.6% |
| Admin fee / account holder | $1,906 | $12,016-84.1% | $10,362-81.6% | $13,398-85.8% |