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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 | $19,408 | $69,977-72.3% | $108,582-82.1% | $62,881-69.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.47% | 10.73%-9.3pp | -51.70%+53.2pp | 20.14%-18.7pp |
| Employer contribution / active EE | $941 | $2,135-55.9% | $3,758-75.0% | $2,281-58.7% |
| Participant deferral / active EE | $972 | $3,165-69.3% | $4,311-77.4% | $3,203-69.6% |
| Admin fee / account holder | $1,459 | $5,076-71.3% | $7,645-80.9% | $4,296-66.0% |