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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 | $12,897 | $131,835-90.2% | $108,582-88.1% | $273,972-95.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.50% | -91.57%+89.1pp | -51.70%+49.2pp | 41.46%-44.0pp |
| Employer contribution / active EE | $1,250 | $4,913-74.6% | $3,758-66.7% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,877 | $10,253-81.7% | $7,645-75.5% | $10,133-81.5% |