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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 | $18,249 | $67,602-73.0% | $82,312-77.8% | $70,126-74.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -41.43% | 21.57%-63.0pp | 25.88%-67.3pp | 73.15%-114.6pp |
| Employer contribution / active EE | $4,122 | $1,755+134.9% | $2,428+69.7% | $2,343+76.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,015 | $4,512-55.3% | $5,608-64.1% | $4,645-56.6% |