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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 | $4,881 | $82,674-94.1% | $125,381-96.1% | $68,486-92.9% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -28.98% | -5.97%-23.0pp | 572.31%-601.3pp | -7.85%-21.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,374 | $6,111-77.5% | $7,448-81.6% | $4,028-65.9% |
| Admin fee / account holder | $1,412 | $6,277-77.5% | $10,007-85.9% | $5,404-73.9% |