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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 | $17,867 | $131,835-86.4% | $108,582-83.5% | $273,972-93.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.53% | -91.57%+92.1pp | -51.70%+52.2pp | 41.46%-40.9pp |
| Employer contribution / active EE | $2,316 | $4,913-52.9% | $3,758-38.4% | $4,869-52.4% |
| Participant deferral / active EE | $1,200 | $5,127-76.6% | $4,311-72.2% | $5,287-77.3% |
| Admin fee / account holder | $15,448 | $10,253+50.7% | $7,645+102.1% | $10,133+52.5% |