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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 | $10,613 | $64,176-83.5% | $112,263-90.5% | $66,949-84.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.78% | -13.80%-5.0pp | 27.49%-46.3pp | 1.57%-20.4pp |
| Employer contribution / active EE | $2,254 | $3,007-25.0% | $3,636-38.0% | $2,545-11.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1,070 | $626+70.9% | $6,410-83.3% | $594+80.2% |