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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 | $104,098-99.2% | $140,514-99.4% | $94,015-99.1% |
| Participation rate | 97.8% | 73.7%+24.1pp | 77.8%+20.1pp | 70.8%+27.0pp |
| Annual return | -143.53% | 15.14%-158.7pp | 14.36%-157.9pp | 17.84%-161.4pp |
| Employer contribution / active EE | $11,298 | $2,388+373.1% | $3,378+234.4% | $2,790+304.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,212 | $10,439-78.8% | $13,697-83.8% | $8,951-75.3% |