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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 | $24,655 | $91,525-73.1% | $130,026-81.0% | $75,181-67.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.31% | -631.40%+642.7pp | -137.26%+148.6pp | 160.69%-149.4pp |
| Employer contribution / active EE | $1,887 | $2,844-33.7% | $4,321-56.3% | $2,671-29.3% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,380 | $6,778-35.4% | $10,608-58.7% | $5,650-22.5% |