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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 | $23,843 | $78,428-69.6% | $95,960-75.2% | $79,852-70.1% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.4pp | 69.6%+3.1pp |
| Annual return | -2.38% | 19.37%-21.8pp | 91.63%-94.0pp | 31.72%-34.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,250 | $3,440-63.7% | $4,167-70.0% | $3,740-66.6% |
| Admin fee / account holder | $42,995 | $5,622+664.7% | $6,797+532.6% | $5,306+710.3% |