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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 | $144,369 | $218,893-34.0% | $436,953-67.0% | $233,076-38.1% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -8.40% | -114.99%+106.6pp | -102.04%+93.6pp | -82.67%+74.3pp |
| Employer contribution / active EE | $30,000 | $39,361-23.8% | $36,232-17.2% | $43,771-31.5% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $2,117 | $11,759-82.0% | $12,721-83.4% | $11,204-81.1% |