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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 | $64,462-78.7% | $81,482-83.1% | $80,911-83.0% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.6%+29.5pp |
| Annual return | -79.79% | 16.35%-96.1pp | 24.79%-104.6pp | 35.63%-115.4pp |
| Employer contribution / active EE | $4,417 | $1,979+123.2% | $2,463+79.3% | $2,756+60.3% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,034 | $5,678+76.7% | $5,761+74.2% | $6,935+44.7% |