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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 | $25,122 | $174,875-85.6% | $125,391-80.0% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | -19.55% | -12.92%-6.6pp | 572.41%-592.0pp | - |
| Employer contribution / active EE | $3,286 | $3,570-7.9% | $4,816-31.8% | - |
| Participant deferral / active EE | $4,199 | $6,354-33.9% | $7,448-43.6% | - |
| Admin fee / account holder | $3,398 | $56,366-94.0% | $10,009-66.0% | - |