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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 | $9,889 | $78,707-87.4% | $117,861-91.6% | $70,126-85.9% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | -26.30% | 23.30%-49.6pp | 335.11%-361.4pp | 73.15%-99.4pp |
| Employer contribution / active EE | $5,021 | $2,223+125.8% | $3,786+32.6% | $2,343+114.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,394 | $5,066-52.7% | $8,021-70.2% | $4,645-48.5% |