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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 | $17,413 | $65,566-73.4% | $86,235-79.8% | $75,177-76.8% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.4pp |
| Annual return | -9.10% | 46.07%-55.2pp | 1170.03%-1179.1pp | 160.75%-169.9pp |
| Employer contribution / active EE | $3,804 | $1,553+144.9% | $2,381+59.8% | $2,671+42.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,251 | $5,470-77.1% | $6,856-81.7% | $5,651-77.9% |