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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 | $13,784 | $142,392-90.3% | $119,622-88.5% | $134,532-89.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.63% | -12.46%-8.2pp | -14.98%-5.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,497 | $5,224-71.3% | $4,232-64.6% | $4,741-68.4% |
| Participant deferral / active EE | $1,681 | $6,467-74.0% | $5,601-70.0% | $6,401-73.7% |
| Admin fee / account holder | $486 | $13,593-96.4% | $10,328-95.3% | $11,429-95.8% |