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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 | $12,498 | $57,352-78.2% | $83,830-85.1% | $64,173-80.5% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -9.92% | 11.38%-21.3pp | 850.97%-860.9pp | 7.63%-17.5pp |
| Employer contribution / active EE | $3,766 | $2,546+47.9% | $3,631+3.7% | $2,381+58.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,710 | $4,046+189.4% | $5,479+113.7% | $4,887+139.6% |