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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 | $21,944 | $65,703-66.6% | $94,228-76.7% | $59,633-63.2% |
| Participation rate | 92.3% | 72.1%+20.2pp | 78.8%+13.5pp | 68.7%+23.6pp |
| Annual return | -2.83% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $4,908 | $2,021+142.9% | $3,587+36.8% | $2,203+122.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $378 | $4,264-91.1% | $6,269-94.0% | $4,297-91.2% |