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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 | $4,501 | $42,383-89.4% | $76,518-94.1% | $64,173-93.0% |
| Participation rate | 76.1% | 58.1%+18.0pp | 68.0%+8.1pp | 69.6%+6.5pp |
| Annual return | -121.84% | -16.54%-105.3pp | -0.27%-121.6pp | 7.63%-129.5pp |
| Employer contribution / active EE | $4,861 | $1,563+211.0% | $2,647+83.6% | $2,381+104.2% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $799 | $3,198-75.0% | $4,849-83.5% | $4,887-83.7% |