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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 | $25,409 | $80,983-68.6% | $96,544-73.7% | $75,177-66.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -19.01% | 27.05%-46.1pp | 25.88%-44.9pp | 160.75%-179.8pp |
| Employer contribution / active EE | $8,868 | $2,282+288.5% | $2,966+198.9% | $2,671+232.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,252 | $6,717-66.5% | $8,254-72.7% | $5,651-60.2% |