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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 | $23,392 | $87,132-73.2% | $105,624-77.9% | $80,959-71.1% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.3%+22.9pp | 67.7%+30.5pp |
| Annual return | -65.07% | 17.03%-82.1pp | 116.20%-181.3pp | 35.67%-100.7pp |
| Employer contribution / active EE | $13,443 | $2,397+460.9% | $3,168+324.4% | $2,757+387.6% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,096 | $8,449-51.5% | $10,961-62.6% | $6,925-40.9% |