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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 | $7,742 | $201,370-96.2% | $184,256-95.8% | $145,897-94.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -35.72% | 29.05%-64.8pp | 28.85%-64.6pp | 552.29%-588.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,289 | $9,808-86.9% | $9,133-85.9% | $6,689-80.7% |
| Admin fee / account holder | $4,652 | $16,364-71.6% | $13,899-66.5% | $13,390-65.3% |