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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 | $20,992 | $78,428-73.2% | $95,960-78.1% | $79,852-73.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -15.89% | 19.37%-35.3pp | 91.63%-107.5pp | 31.72%-47.6pp |
| Employer contribution / active EE | $2,174 | $1,945+11.7% | $2,541-14.5% | $2,471-12.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,544 | $5,622-72.5% | $6,797-77.3% | $5,306-70.9% |