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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 | $15,732 | $72,177-78.2% | $115,038-86.3% | $59,633-73.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.62% | 12.02%-14.6pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,286 | $2,841-54.7% | $4,608-72.1% | $2,203-41.6% |
| Participant deferral / active EE | $1,644 | $4,783-65.6% | $6,026-72.7% | $3,192-48.5% |
| Admin fee / account holder | $731 | $4,927-85.2% | $8,175-91.1% | $4,297-83.0% |