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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 | $377 | $142,392-99.7% | $119,622-99.7% | $134,532-99.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.63% | -12.46%-18.2pp | -14.98%-15.6pp | 418.27%-448.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $679 | $6,467-89.5% | $5,601-87.9% | $6,401-89.4% |
| Admin fee / account holder | $479 | $13,593-96.5% | $10,328-95.4% | $11,429-95.8% |