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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 | $4,013 | $97,732-95.9% | $83,831-95.2% | $135,380-97.0% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -18.47% | 1287.56%-1306.0pp | 850.99%-869.5pp | 519.81%-538.3pp |
| Employer contribution / active EE | $3,326 | $4,222-21.2% | $3,631-8.4% | $4,779-30.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,576 | $6,675-76.4% | $5,479-71.2% | $10,828-85.4% |