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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 | $17,919 | $154,209-88.4% | $130,062-86.2% | $139,487-87.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | -9.76% | 32.52%-42.3pp | -137.37%+127.6pp | 373.84%-383.6pp |
| Employer contribution / active EE | $2,461 | $5,292-53.5% | $4,322-43.1% | $4,755-48.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,103 | $13,988-13.5% | $10,601+14.2% | $11,407+6.1% |