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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 | $1,806 | $106,918-98.3% | $84,021-97.9% | $152,897-98.8% |
| Participation rate | 73.9% | 75.2%-1.3pp | 69.0%+4.9pp | 82.5%-8.5pp |
| Annual return | -82.77% | 105.01%-187.8pp | 71.32%-154.1pp | 345.43%-428.2pp |
| Employer contribution / active EE | $999 | $2,735-63.5% | $1,984-49.6% | $4,764-79.0% |
| Participant deferral / active EE | $417 | $4,012-89.6% | $3,239-87.1% | $5,851-92.9% |
| Admin fee / account holder | $1,600 | $8,288-80.7% | $6,102-73.8% | $11,599-86.2% |