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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 | $4,351 | $70,486-93.8% | $100,535-95.7% | $79,856-94.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -62.23% | 21.90%-84.1pp | 30.90%-93.1pp | 31.71%-93.9pp |
| Employer contribution / active EE | $1,311 | $2,165-39.4% | $3,419-61.6% | $2,471-46.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,161 | $4,480-74.1% | $8,085-85.6% | $5,306-78.1% |