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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 | $5,938 | $105,867-94.4% | $90,760-93.5% | $134,532-95.6% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -94.40% | -10.99%-83.4pp | -12.16%-82.2pp | 418.27%-512.7pp |
| Employer contribution / active EE | $8,264 | $3,464+138.6% | $2,922+182.9% | $4,741+74.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $718 | $13,936-94.8% | $8,444-91.5% | $11,429-93.7% |