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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 | $20,553 | $56,197-63.4% | $67,652-69.6% | $59,633-65.5% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -9.95% | 18508.10%-18518.1pp | 6625.40%-6635.3pp | 2041.45%-2051.4pp |
| Employer contribution / active EE | $1,444 | $1,615-10.6% | $2,266-36.3% | $2,203-34.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $787 | $3,958-80.1% | $4,821-83.7% | $4,297-81.7% |