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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 | $12,138 | $91,537-86.7% | $130,045-90.7% | $75,173-83.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.58% | -631.55%+643.1pp | -137.30%+148.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,970 | $2,845-30.8% | $4,321-54.4% | $2,671-26.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,513 | $6,780-48.2% | $10,600-66.9% | $5,651-37.8% |