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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 | $1,308 | $166,131-99.2% | $164,975-99.2% | $145,877-99.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -37.11% | 100.37%-137.5pp | 70.12%-107.2pp | 551.28%-588.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $693 | $6,962-90.1% | $6,033-88.5% | $6,691-89.6% |
| Admin fee / account holder | $789 | $16,648-95.3% | $12,688-93.8% | $13,402-94.1% |