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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 | $17,066 | $61,660-72.3% | $80,022-78.7% | $64,173-73.4% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | -57.25% | -0.33%-56.9pp | 11.22%-68.5pp | 7.63%-64.9pp |
| Employer contribution / active EE | $7,274 | $1,810+301.8% | $2,468+194.7% | $2,381+205.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,176 | $5,417-78.3% | $6,521-82.0% | $4,887-75.9% |