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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 | $618 | $72,071-99.1% | $68,368-99.1% | $137,256-99.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | -35.38% | 353.14%-388.5pp | 292.57%-328.0pp | 220.34%-255.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $121 | $4,410-97.3% | $4,123-97.1% | $6,407-98.1% |
| Admin fee / account holder | $2,366 | $5,336-55.7% | $5,150-54.1% | $12,270-80.7% |