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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 | $95,453-99.1% | $112,040-99.3% | $82,448-99.0% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | -143.53% | 23.92%-167.5pp | 24.52%-168.1pp | 41.64%-185.2pp |
| Employer contribution / active EE | $11,298 | $2,318+387.4% | $2,954+282.5% | $2,551+342.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,212 | $9,013-75.5% | $12,098-81.7% | $7,234-69.4% |