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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 | $1,122 | $102,385-98.9% | $147,080-99.2% | $80,935-98.6% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | -6.43% | 135.09%-141.5pp | 420.17%-426.6pp | 35.66%-42.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $711 | $6,651-89.3% | $8,066-91.2% | $4,299-83.5% |
| Admin fee / account holder | $1,252 | $7,951-84.3% | $12,989-90.4% | $6,924-81.9% |