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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 | $79,175 | $261,171-69.7% | $252,559-68.7% | $222,458-64.4% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -23.27% | -1.71%-21.6pp | -1.68%-21.6pp | -2.16%-21.1pp |
| Employer contribution / active EE | $52,955 | $47,449+11.6% | $44,959+17.8% | $42,949+23.3% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $7,950 | $14,004-43.2% | $12,994-38.8% | $12,572-36.8% |