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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 | $11,174 | $131,835-91.5% | $108,582-89.7% | $273,972-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -35.70% | -91.57%+55.9pp | -51.70%+16.0pp | 41.46%-77.2pp |
| Employer contribution / active EE | $8,297 | $4,913+68.9% | $3,758+120.8% | $4,869+70.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,536 | $10,253-75.3% | $7,645-66.8% | $10,133-75.0% |