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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 | $2,333 | $69,518-96.6% | $59,883-96.1% | $135,382-98.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.34% | 7.95%-19.3pp | 3.46%-14.8pp | 519.77%-531.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $533 | $4,204-87.3% | $3,402-84.3% | $5,609-90.5% |
| Admin fee / account holder | $8,742 | $5,734+52.4% | $3,591+143.5% | $10,829-19.3% |