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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 | $3,651 | $100,203-96.4% | $85,240-95.7% | $145,897-97.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | -23.96% | 84.28%-108.2pp | 66.75%-90.7pp | 552.29%-576.2pp |
| Employer contribution / active EE | $491 | $3,242-84.9% | $2,735-82.1% | $4,663-89.5% |
| Participant deferral / active EE | $413 | $5,299-92.2% | $4,527-90.9% | $6,689-93.8% |
| Admin fee / account holder | $1,213 | $7,265-83.3% | $6,165-80.3% | $13,390-90.9% |