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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 | $1,523 | $110,093-98.6% | $97,295-98.4% | $145,897-99.0% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | -11.71% | 244.76%-256.5pp | 75.62%-87.3pp | 552.29%-564.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $518 | $4,678-88.9% | $4,264-87.9% | $6,689-92.3% |
| Admin fee / account holder | $317 | $6,212-94.9% | $5,646-94.4% | $13,390-97.6% |