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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 | $9,536 | $86,919-89.0% | $102,457-90.7% | $80,911-88.2% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | -138.43% | 18.90%-157.3pp | 29.41%-167.8pp | 35.63%-174.1pp |
| Employer contribution / active EE | $15,381 | $2,368+549.5% | $3,022+408.9% | $2,756+458.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,461 | $8,049+79.7% | $9,451+53.0% | $6,935+108.5% |