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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 | $13,591 | $201,370-93.3% | $184,256-92.6% | $145,897-90.7% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | -43.56% | 29.05%-72.6pp | 28.85%-72.4pp | 552.29%-595.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,405 | $9,808-85.7% | $9,133-84.6% | $6,689-79.0% |
| Admin fee / account holder | $10,335 | $16,364-36.8% | $13,899-25.6% | $13,390-22.8% |