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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 | $8,434 | $157,296-94.6% | $141,191-94.0% | $152,897-94.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | -19.44% | 64.34%-83.8pp | 71.41%-90.8pp | 345.43%-364.9pp |
| Employer contribution / active EE | $2,548 | $5,262-51.6% | $4,736-46.2% | $4,764-46.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,453 | $12,125-55.0% | $10,264-46.9% | $11,599-53.0% |