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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 | $3,035 | $117,895-97.4% | $102,460-97.0% | $145,897-97.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | -42.82% | 31.92%-74.7pp | 29.47%-72.3pp | 552.29%-595.1pp |
| Employer contribution / active EE | $1,033 | $3,619-71.4% | $3,025-65.8% | $4,663-77.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,058 | $13,353-84.6% | $9,460-78.2% | $13,390-84.6% |