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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 | $18,020 | $99,652-81.9% | $78,778-77.1% | $147,586-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -38.28% | 47.28%-85.6pp | 35.62%-73.9pp | 578.59%-616.9pp |
| Employer contribution / active EE | $328 | $2,796-88.3% | $1,986-83.5% | $4,876-93.3% |
| Participant deferral / active EE | $381 | $3,664-89.6% | $2,958-87.1% | $5,439-93.0% |
| Admin fee / account holder | $2,683 | $7,155-62.5% | $5,134-47.7% | $10,886-75.4% |