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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 | $166,268-99.2% | $165,100-99.2% | $145,897-99.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -37.11% | 100.52%-137.6pp | 70.21%-107.3pp | 552.29%-589.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $693 | $6,964-90.1% | $6,035-88.5% | $6,689-89.6% |
| Admin fee / account holder | $789 | $16,659-95.3% | $12,696-93.8% | $13,390-94.1% |