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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 | $21,112 | $102,422-79.4% | $147,117-85.6% | $80,959-73.9% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | -3.69% | 135.16%-138.8pp | 420.54%-424.2pp | 35.67%-39.4pp |
| Employer contribution / active EE | $5,506 | $3,717+48.1% | $4,932+11.6% | $2,757+99.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,829 | $7,953-64.4% | $12,993-78.2% | $6,925-59.1% |