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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 | $7,338 | $87,037-91.6% | $106,201-93.1% | $80,874-90.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | -45.02% | 17.05%-62.1pp | 116.26%-161.3pp | 35.62%-80.6pp |
| Employer contribution / active EE | $923 | $2,396-61.5% | $3,170-70.9% | $2,756-66.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,029 | $8,434-87.8% | $11,039-90.7% | $6,935-85.2% |