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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 | $35,135 | $276,582-87.3% | $1,035,159-96.6% | $233,076-84.9% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -10.86% | -68.32%+57.5pp | -61.72%+50.9pp | -82.67%+71.8pp |
| Employer contribution / active EE | $15,567 | $50,529-69.2% | $47,703-67.4% | $43,771-64.4% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $448 | $5,930-92.4% | $5,792-92.3% | $11,204-96.0% |