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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 | $9,859 | $86,938-88.7% | $102,423-90.4% | $80,925-87.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -72.21% | 18.89%-91.1pp | 29.42%-101.6pp | 35.65%-107.9pp |
| Employer contribution / active EE | $4,967 | $2,369+109.6% | $3,023+64.3% | $2,756+80.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,997 | $8,053-75.2% | $9,455-78.9% | $6,940-71.2% |