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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 | $16,704 | $160,070-89.6% | $147,117-88.6% | $145,897-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -77.45% | 98.69%-176.1pp | 420.54%-498.0pp | 552.29%-629.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $119 | $8,419-98.6% | $8,065-98.5% | $6,689-98.2% |
| Admin fee / account holder | $537 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |