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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 | $412 | $167,353-99.8% | $143,797-99.7% | $134,545-99.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -37.77% | 0.48%-38.2pp | -0.04%-37.7pp | 418.37%-456.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,803 | $6,447-72.0% | $5,638-68.0% | $6,401-71.8% |
| Admin fee / account holder | $2,117 | $18,096-88.3% | $14,679-85.6% | $11,431-81.5% |