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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 | $5,106 | $82,674-93.8% | $125,363-95.9% | $68,495-92.5% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -21.47% | -5.97%-15.5pp | 572.15%-593.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $854 | $3,382-74.7% | $4,815-82.3% | $2,596-67.1% |
| Participant deferral / active EE | $1,687 | $6,111-72.4% | $7,447-77.3% | $4,028-58.1% |
| Admin fee / account holder | $626 | $6,276-90.0% | $10,005-93.7% | $5,403-88.4% |