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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 | $5,425 | $82,678-93.4% | $125,391-95.7% | $68,490-92.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.05% | -5.97%-14.1pp | 572.41%-592.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,555 | $6,111-74.6% | $7,448-79.1% | $4,028-61.4% |
| Admin fee / account holder | $1,166 | $6,277-81.4% | $10,009-88.4% | $5,403-78.4% |