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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 | $5,518 | $124,330-95.6% | $109,173-94.9% | $167,536-96.7% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | -62.26% | 26.04%-88.3pp | 25.75%-88.0pp | 478.82%-541.1pp |
| Employer contribution / active EE | $942 | $4,209-77.6% | $3,723-74.7% | $4,839-80.5% |
| Participant deferral / active EE | $1,460 | $5,256-72.2% | $4,654-68.6% | $6,342-77.0% |
| Admin fee / account holder | $4,358 | $7,974-45.3% | $6,755-35.5% | $12,315-64.6% |