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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 | $17,439 | $81,476-78.6% | $102,383-83.0% | $80,925-78.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.7%+28.7pp |
| Annual return | -179.18% | 25.59%-204.8pp | 24.94%-204.1pp | 35.65%-214.8pp |
| Employer contribution / active EE | $29,268 | $3,105+842.7% | $3,870+656.2% | $2,756+961.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,594 | $6,717-46.5% | $8,391-57.2% | $6,940-48.2% |