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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 | $4,584 | $56,894-91.9% | $84,753-94.6% | $62,881-92.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.20% | 6.30%-10.5pp | 22.78%-27.0pp | 20.14%-24.3pp |
| Employer contribution / active EE | $1,898 | $2,400-20.9% | $3,574-46.9% | $2,281-16.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,700 | $3,581-52.5% | $5,333-68.1% | $4,296-60.4% |