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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 | $10,854 | $138,076-92.1% | $123,553-91.2% | $135,380-92.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -16.66% | 153.70%-170.4pp | 119.21%-135.9pp | 519.81%-536.5pp |
| Employer contribution / active EE | $1,776 | $5,152-65.5% | $4,628-61.6% | $4,779-62.8% |
| Participant deferral / active EE | $2,005 | $6,800-70.5% | $6,426-68.8% | $5,609-64.3% |
| Admin fee / account holder | $390 | $10,917-96.4% | $9,284-95.8% | $10,828-96.4% |