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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 | $197,253 | $261,924-24.7% | $261,924-24.7% | $233,076-15.4% |
| Participation rate | 100.0% | 56.0%+44.0pp | 36.8%+63.2pp | 46.4%+53.6pp |
| Annual return | -8.70% | -4.13%-4.6pp | -2.99%-5.7pp | -82.67%+74.0pp |
| Employer contribution / active EE | $100,045 | $49,596+101.7% | $41,623+140.4% | $43,771+128.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $1,417 | $38,841-96.4% | $38,841-96.4% | $11,204-87.4% |