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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 | $3,696 | $56,894-93.5% | $84,753-95.6% | $62,881-94.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.96% | 6.30%-7.3pp | 22.78%-23.7pp | 20.14%-21.1pp |
| Employer contribution / active EE | $706 | $2,400-70.6% | $3,574-80.2% | $2,281-69.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $960 | $3,581-73.2% | $5,333-82.0% | $4,296-77.7% |