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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 | $1,332 | $133,981-99.0% | $112,249-98.8% | $134,532-99.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -50.70% | 47.16%-97.9pp | 27.48%-78.2pp | 418.27%-469.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,136 | $5,292-78.5% | $4,729-76.0% | $6,401-82.3% |
| Admin fee / account holder | $578 | $7,492-92.3% | $6,412-91.0% | $11,429-94.9% |