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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 | $14,590 | $148,623-90.2% | $135,974-89.3% | $139,466-89.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | -32.29% | 79.30%-111.6pp | 68.30%-100.6pp | 373.66%-406.0pp |
| Employer contribution / active EE | $2,057 | $5,246-60.8% | $4,859-57.7% | $4,754-56.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,122 | $12,406-66.8% | $10,767-61.7% | $11,409-63.9% |