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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 | $14,192 | $64,719-78.1% | $112,249-87.4% | $68,486-79.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.20% | -11.40%-9.8pp | 27.48%-48.7pp | -7.85%-13.3pp |
| Employer contribution / active EE | $5,453 | $2,747+98.5% | $3,636+50.0% | $2,597+110.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,352 | $5,232-74.2% | $6,412-78.9% | $5,404-75.0% |