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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 | $14,238 | $167,353-91.5% | $143,797-90.1% | $134,545-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -59.60% | 0.48%-60.1pp | -0.04%-59.6pp | 418.37%-478.0pp |
| Employer contribution / active EE | $2,019 | $5,620-64.1% | $4,952-59.2% | $4,742-57.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,350 | $18,096-92.5% | $14,679-90.8% | $11,431-88.2% |