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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 | $7,269 | $67,214-89.2% | $61,491-88.2% | $134,545-94.6% |
| Participation rate | 75.0% | 83.7%-8.7pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -31.40% | -12.08%-19.3pp | -12.98%-18.4pp | 418.37%-449.8pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,207 | $6,103-80.2% | $5,188-76.7% | $6,401-81.2% |
| Admin fee / account holder | $1,066 | $4,610-76.9% | $4,312-75.3% | $11,431-90.7% |