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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 | $5,870 | $111,878-94.8% | $93,727-93.7% | $145,897-96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -24.60% | 204.28%-228.9pp | 133.83%-158.4pp | 552.29%-576.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $656 | $4,920-86.7% | $4,417-85.1% | $6,689-90.2% |
| Admin fee / account holder | $2,529 | $10,256-75.3% | $8,292-69.5% | $13,390-81.1% |