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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 | $13,903 | $59,834-76.8% | $79,576-82.5% | $68,495-79.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -23.37% | -12.30%-11.1pp | 0.15%-23.5pp | -7.84%-15.5pp |
| Employer contribution / active EE | $5,021 | $1,505+233.6% | $2,413+108.1% | $2,596+93.4% |
| Participant deferral / active EE | $1,139 | $3,024-62.3% | $3,985-71.4% | $4,028-71.7% |
| Admin fee / account holder | $1,537 | $4,835-68.2% | $6,834-77.5% | $5,403-71.6% |