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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 | $18,030 | $89,370-79.8% | $141,197-87.2% | $72,976-75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -31.94% | 111.88%-143.8pp | 71.41%-103.3pp | 81.02%-113.0pp |
| Employer contribution / active EE | $1,587 | $3,115-49.1% | $4,736-66.5% | $2,440-35.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,426 | $5,957-25.7% | $10,265-56.9% | $5,124-13.6% |