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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 | $19,053 | $125,797-84.9% | $170,057-88.8% | $75,177-74.7% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | -32.44% | 27.20%-59.6pp | 53.42%-85.9pp | 160.75%-193.2pp |
| Employer contribution / active EE | $3,312 | $4,616-28.3% | $6,790-51.2% | $2,671+24.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,600 | $8,177-80.4% | $12,826-87.5% | $5,651-71.7% |