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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 | $5,457 | $45,872-88.1% | $77,100-92.9% | $68,490-92.0% |
| Participation rate | 93.8% | 55.9%+37.8pp | 67.9%+25.8pp | 67.9%+25.9pp |
| Annual return | -116.80% | 1.73%-118.5pp | 42.35%-159.2pp | -7.85%-108.9pp |
| Employer contribution / active EE | $6,608 | $1,650+300.6% | $2,815+134.8% | $2,597+154.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,130 | $3,041-62.8% | $5,443-79.2% | $5,403-79.1% |