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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 | $542 | $172,111-99.7% | $150,298-99.6% | $137,256-99.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -39.09% | 69.37%-108.5pp | 62.79%-101.9pp | 220.34%-259.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,428 | $6,166-76.8% | $5,453-73.8% | $6,407-77.7% |
| Admin fee / account holder | $8,493 | $16,471-48.4% | $14,116-39.8% | $12,270-30.8% |