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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 | $5,395 | $110,410-95.1% | $102,437-94.7% | $145,897-96.3% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.4pp |
| Annual return | -43.19% | 24.85%-68.0pp | 24.95%-68.1pp | 552.29%-595.5pp |
| Employer contribution / active EE | $2,800 | $4,217-33.6% | $3,871-27.7% | $4,663-40.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,693 | $9,745-62.1% | $8,388-56.0% | $13,390-72.4% |