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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 | $111,814-95.2% | $103,378-94.8% | $145,978-96.3% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | -43.19% | 24.80%-68.0pp | 24.91%-68.1pp | 550.52%-593.7pp |
| Employer contribution / active EE | $2,800 | $4,215-33.6% | $3,870-27.7% | $4,662-39.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,693 | $9,764-62.2% | $8,401-56.0% | $13,400-72.4% |