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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 | $15,960 | $97,881-83.7% | $80,004-80.1% | $125,389-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -69.12% | 9.36%-78.5pp | 7.63%-76.8pp | 282.24%-351.4pp |
| Employer contribution / active EE | $5,758 | $3,128+84.1% | $2,473+132.9% | $4,866+18.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,576 | $6,278-74.9% | $5,033-68.7% | $9,541-83.5% |