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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 | $30,210 | $312,618-90.3% | $312,618-90.3% | $254,173-88.1% |
| Participation rate | 100.0% | 53.4%+46.6pp | 31.8%+68.2pp | 43.0%+57.0pp |
| Annual return | -41.83% | 9.70%-51.5pp | 10.03%-51.9pp | 259.17%-301.0pp |
| Employer contribution / active EE | $26,050 | $45,469-42.7% | $38,789-32.8% | $41,471-37.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $11,010 | $4,182+163.3% | $4,182+163.3% | $21,502-48.8% |