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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 | $6,072 | $93,117-93.5% | $77,096-92.1% | $134,532-95.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -29.88% | 62.67%-92.5pp | 42.35%-72.2pp | 418.27%-448.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $348 | $5,241-93.4% | $4,429-92.2% | $6,401-94.6% |
| Admin fee / account holder | $888 | $6,948-87.2% | $5,428-83.7% | $11,429-92.2% |