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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 | $8,580 | $124,351-93.1% | $109,188-92.1% | $167,553-94.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | -71.27% | 26.04%-97.3pp | 25.76%-97.0pp | 478.89%-550.2pp |
| Employer contribution / active EE | $1,364 | $4,210-67.6% | $3,723-63.4% | $4,840-71.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $689 | $7,975-91.4% | $6,755-89.8% | $12,316-94.4% |