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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 | $110,337-95.1% | $102,383-94.7% | $145,877-96.3% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.4pp |
| Annual return | -43.19% | 24.83%-68.0pp | 24.94%-68.1pp | 551.28%-594.5pp |
| Employer contribution / active EE | $2,800 | $4,216-33.6% | $3,870-27.7% | $4,663-40.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,693 | $9,750-62.1% | $8,391-56.0% | $13,402-72.4% |