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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 | $5,050 | $76,371-93.4% | $93,621-94.6% | $72,976-93.1% |
| Participation rate | 97.3% | 71.8%+25.5pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | -97.91% | 25.82%-123.7pp | 32.76%-130.7pp | 81.02%-178.9pp |
| Employer contribution / active EE | $8,320 | $2,276+265.6% | $2,719+206.0% | $2,440+241.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $949 | $6,839-86.1% | $7,890-88.0% | $5,124-81.5% |