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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 | $3,337 | $81,696-95.9% | $70,494-95.3% | $158,982-97.9% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | -3.86% | 208.70%-212.6pp | 109.16%-113.0pp | 302.99%-306.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $800 | $4,558-82.5% | $3,711-78.4% | $5,983-86.6% |
| Admin fee / account holder | $3,667 | $6,200-40.8% | $3,848-4.7% | $11,252-67.4% |