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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 | $89,403 | $122,655-27.1% | $522,682-82.9% | $222,458-59.8% |
| Participation rate | 100.0% | 41.4%+58.6pp | 12.6%+87.4pp | 48.7%+51.3pp |
| Annual return | -6.28% | -5.77%-0.5pp | -3.43%-2.9pp | -2.16%-4.1pp |
| Employer contribution / active EE | $33,333 | $38,102-12.5% | $25,607+30.2% | $42,957-22.4% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $491 | $6,725-92.7% | $13,511-96.4% | $12,572-96.1% |