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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 | $17,349 | $105,623-83.6% | $87,502-80.2% | $273,972-93.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -2.88% | 12.26%-15.1pp | 12.21%-15.1pp | 41.46%-44.3pp |
| Employer contribution / active EE | $9,821 | $3,141+212.7% | $2,550+285.2% | $4,869+101.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $96,632 | $4,781+1921.3% | $4,221+2189.5% | $10,133+853.7% |