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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 | $622 | $172,111-99.6% | $150,298-99.6% | $137,256-99.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | -1.44% | 69.37%-70.8pp | 62.79%-64.2pp | 220.34%-221.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $666 | $6,166-89.2% | $5,453-87.8% | $6,407-89.6% |
| Admin fee / account holder | $502 | $16,471-97.0% | $14,116-96.4% | $12,270-95.9% |