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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 | $4,384 | $63,953-93.1% | $54,726-92.0% | $135,380-96.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 79.1%-4.1pp | 82.6%-7.6pp |
| Annual return | -36.32% | -5.77%-30.6pp | -4.56%-31.8pp | 519.81%-556.1pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,106 | $4,810-77.0% | $3,953-72.0% | $5,609-80.3% |
| Admin fee / account holder | $1,342 | $4,567-70.6% | $3,818-64.8% | $10,828-87.6% |