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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 | $401 | $148,582-99.7% | $135,942-99.7% | $139,456-99.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -49.42% | 79.26%-128.7pp | 68.28%-117.7pp | 373.45%-422.9pp |
| Employer contribution / active EE | $1,833 | $5,245-65.1% | $4,858-62.3% | $4,753-61.4% |
| Participant deferral / active EE | $2,305 | $8,101-71.5% | $7,759-70.3% | $6,711-65.7% |
| Admin fee / account holder | $5,334 | $12,402-57.0% | $10,764-50.4% | $11,407-53.2% |