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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 | $18,404 | $73,988-75.1% | $96,538-80.9% | $75,177-75.5% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+22.9pp | 67.2%+30.1pp |
| Annual return | -72.50% | 26.73%-99.2pp | 35.74%-108.2pp | 160.75%-233.3pp |
| Employer contribution / active EE | $12,459 | $2,930+325.2% | $3,740+233.1% | $2,671+366.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,009 | $5,220+15.1% | $6,737-10.8% | $5,651+6.3% |