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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 | $13,256 | $71,873-81.6% | $86,698-84.7% | $68,490-80.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -22.57% | 3.54%-26.1pp | 35.96%-58.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,438 | $2,173-33.8% | $2,837-49.3% | $2,597-44.6% |
| Participant deferral / active EE | $1,662 | $3,779-56.0% | $4,656-64.3% | $4,028-58.7% |
| Admin fee / account holder | $3,718 | $6,110-39.1% | $7,492-50.4% | $5,403-31.2% |