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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 | $11,048 | $64,716-82.9% | $112,258-90.2% | $68,495-83.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.57% | -11.40%-8.2pp | 27.47%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $12,718 | $2,746+363.1% | $3,636+249.8% | $2,596+389.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,743 | $5,232-28.5% | $6,411-41.6% | $5,403-30.7% |