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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 | $18,615 | $135,956-86.3% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -37.07% | 56.63%-93.7pp | 47.52%-84.6pp | 41.46%-78.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $90 | $6,343-98.6% | $5,984-98.5% | $5,287-98.3% |
| Admin fee / account holder | $2,800 | $9,817-71.5% | $8,357-66.5% | $10,133-72.4% |