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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 | $5,961 | $131,835-95.5% | $108,582-94.5% | $273,972-97.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -1.15% | -91.57%+90.4pp | -51.70%+50.5pp | 41.46%-42.6pp |
| Employer contribution / active EE | $1,781 | $4,913-63.8% | $3,758-52.6% | $4,869-63.4% |
| Participant deferral / active EE | $595 | $5,127-88.4% | $4,311-86.2% | $5,287-88.7% |
| Admin fee / account holder | $3,494 | $10,253-65.9% | $7,645-54.3% | $10,133-65.5% |