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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 | $24,858 | $69,977-64.5% | $108,582-77.1% | $62,881-60.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -6.31% | 10.73%-17.0pp | -51.70%+45.4pp | 20.14%-26.5pp |
| Employer contribution / active EE | $532 | $2,135-75.1% | $3,758-85.8% | $2,281-76.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,237 | $5,076-75.6% | $7,645-83.8% | $4,296-71.2% |