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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 | $17,982 | $113,941-84.2% | $94,229-80.9% | $125,389-85.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.92% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $6,525 | $4,727+38.0% | $3,587+81.9% | $4,866+34.1% |
| Participant deferral / active EE | $650 | $5,179-87.4% | $4,320-85.0% | $5,352-87.9% |
| Admin fee / account holder | $262,827 | $8,392+3032.0% | $6,269+4092.3% | $9,541+2654.8% |