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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 | $4,688 | $101,795-95.4% | $165,100-97.2% | $80,959-94.2% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | -72.31% | 16.73%-89.0pp | 70.21%-142.5pp | 35.67%-108.0pp |
| Employer contribution / active EE | $2,545 | $2,954-13.8% | $4,348-41.5% | $2,757-7.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,866 | $8,221-77.3% | $12,696-85.3% | $6,925-73.1% |