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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 | $13,754 | $63,809-78.4% | $81,353-83.1% | $80,935-83.0% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.7%+29.4pp |
| Annual return | -79.79% | 16.37%-96.2pp | 24.82%-104.6pp | 35.66%-115.4pp |
| Employer contribution / active EE | $4,417 | $1,981+123.0% | $2,464+79.3% | $2,757+60.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,034 | $5,686+76.5% | $5,766+74.0% | $6,924+44.9% |