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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 | $223,143-64.5% | $209,859-62.3% | $237,064-66.6% |
| Participation rate | 100.0% | 54.7%+45.3pp | 42.7%+57.3pp | 45.6%+54.4pp |
| Annual return | -8.39% | 4.44%-12.8pp | 4.16%-12.6pp | 4.16%-12.6pp |
| Employer contribution / active EE | $11,750 | $38,002-69.1% | $29,966-60.8% | $42,918-72.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $7,675 | $15,395-50.1% | $13,952-45.0% | $21,465-64.2% |