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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 | $25,668 | $91,525-72.0% | $130,026-80.3% | $75,181-65.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.56% | -631.40%+639.0pp | -137.26%+144.8pp | 160.69%-153.1pp |
| Employer contribution / active EE | $2,606 | $2,844-8.4% | $4,321-39.7% | $2,671-2.4% |
| Participant deferral / active EE | $1,282 | $4,342-70.5% | $5,821-78.0% | $4,126-68.9% |
| Admin fee / account holder | $1,264 | $6,778-81.4% | $10,608-88.1% | $5,650-77.6% |