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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 | $11,566 | $79,089-85.4% | $100,392-88.5% | $74,459-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -47.11% | 20.61%-67.7pp | 49.45%-96.6pp | 1369.70%-1416.8pp |
| Employer contribution / active EE | $1,074 | $3,015-64.4% | $3,941-72.8% | $2,626-59.1% |
| Participant deferral / active EE | $1,852 | $7,747-76.1% | $8,090-77.1% | $4,350-57.4% |
| Admin fee / account holder | $582 | $1,336-56.5% | $7,904-92.6% | $1,945-70.1% |