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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 | $6,449 | $117,895-94.5% | $102,460-93.7% | $145,897-95.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | -92.73% | 31.92%-124.7pp | 29.47%-122.2pp | 552.29%-645.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $425 | $5,736-92.6% | $5,056-91.6% | $6,689-93.6% |
| Admin fee / account holder | $1,788 | $13,353-86.6% | $9,460-81.1% | $13,390-86.6% |