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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 | $17,534 | $64,706-72.9% | $112,244-84.4% | $68,498-74.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.82% | -11.40%-11.4pp | 27.46%-50.3pp | -7.84%-15.0pp |
| Employer contribution / active EE | $22,914 | $2,746+734.4% | $3,635+530.3% | $2,596+782.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,869 | $5,231+184.2% | $6,411+131.9% | $5,403+175.2% |