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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 | $2,873 | $129,737-97.8% | $119,126-97.6% | $154,746-98.1% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | -2.83% | 379.08%-381.9pp | 282.11%-284.9pp | 172.34%-175.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $950 | $5,842-83.7% | $5,318-82.1% | $6,730-85.9% |
| Admin fee / account holder | $957 | $11,961-92.0% | $10,693-91.1% | $14,365-93.3% |