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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 | $23,496 | $135,645-82.7% | $110,243-78.7% | $135,379-82.6% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -10.35% | 513.24%-523.6pp | 314.76%-325.1pp | 519.79%-530.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,319 | $5,507-76.1% | $4,672-71.8% | $5,609-76.5% |
| Admin fee / account holder | $651 | $11,458-94.3% | $8,548-92.4% | $10,828-94.0% |