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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 | $1,486 | $160,028-99.1% | $147,080-99.0% | $145,884-99.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | -5.03% | 98.60%-103.6pp | 420.17%-425.2pp | 551.85%-556.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $234 | $8,422-97.2% | $8,066-97.1% | $6,690-96.5% |
| Admin fee / account holder | $2,198 | $15,030-85.4% | $12,989-83.1% | $13,392-83.6% |