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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 | $755 | $106,280-99.3% | $96,538-99.2% | $139,487-99.5% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | -219.67% | 38.48%-258.1pp | 35.74%-255.4pp | 373.84%-593.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $822 | $5,457-84.9% | $4,880-83.2% | $6,713-87.8% |
| Admin fee / account holder | $339 | $7,888-95.7% | $6,737-95.0% | $11,407-97.0% |