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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 | $15,485 | $131,835-88.3% | $108,582-85.7% | $273,972-94.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -9.65% | -91.57%+81.9pp | -51.70%+42.0pp | 41.46%-51.1pp |
| Employer contribution / active EE | $935 | $4,913-81.0% | $3,758-75.1% | $4,869-80.8% |
| Participant deferral / active EE | $1,261 | $5,127-75.4% | $4,311-70.7% | $5,287-76.1% |
| Admin fee / account holder | $3,037 | $10,253-70.4% | $7,645-60.3% | $10,133-70.0% |