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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 | $3,773 | $110,248-96.6% | $95,728-96.1% | $139,456-97.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -46.21% | 27.16%-73.4pp | 28.40%-74.6pp | 373.45%-419.7pp |
| Employer contribution / active EE | $331 | $3,258-89.8% | $2,835-88.3% | $4,753-93.0% |
| Participant deferral / active EE | $463 | $4,675-90.1% | $4,245-89.1% | $6,711-93.1% |
| Admin fee / account holder | $3,568 | $6,607-46.0% | $5,673-37.1% | $11,407-68.7% |