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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 | $109 | $111,830-99.9% | $93,696-99.9% | $145,884-99.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -15.32% | 204.08%-219.4pp | 133.74%-149.1pp | 551.85%-567.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $280 | $4,920-94.3% | $4,417-93.7% | $6,690-95.8% |
| Admin fee / account holder | $410 | $10,249-96.0% | $8,287-95.1% | $13,392-96.9% |