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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 | $1,550 | $106,247-98.5% | $96,515-98.4% | $139,466-98.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -16.48% | 38.47%-54.9pp | 35.73%-52.2pp | 373.66%-390.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $825 | $5,456-84.9% | $4,880-83.1% | $6,712-87.7% |
| Admin fee / account holder | $446 | $7,885-94.3% | $6,735-93.4% | $11,409-96.1% |