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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 | $3,412 | $165,381-97.9% | $149,730-97.7% | $158,966-97.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -58.44% | 348.29%-406.7pp | 276.70%-335.1pp | 302.95%-361.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,097 | $7,182-70.8% | $6,843-69.4% | $5,983-65.0% |
| Admin fee / account holder | $2,410 | $10,809-77.7% | $9,310-74.1% | $11,250-78.6% |