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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 | $833 | $97,550-99.1% | $120,344-99.3% | $87,485-99.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.7%+21.1pp | 68.9%+28.9pp |
| Annual return | -143.53% | 18.41%-161.9pp | 20.30%-163.8pp | 26.06%-169.6pp |
| Employer contribution / active EE | $11,298 | $2,291+393.2% | $3,020+274.1% | $2,596+335.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,212 | $9,543-76.8% | $12,742-82.6% | $7,775-71.5% |