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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 | $17,502 | $77,817-77.5% | $123,553-85.8% | $64,173-72.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.15% | 12.49%-20.6pp | 119.21%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $850 | $3,014-71.8% | $4,628-81.6% | $2,381-64.3% |
| Participant deferral / active EE | $1,547 | $5,240-70.5% | $6,426-75.9% | $3,470-55.4% |
| Admin fee / account holder | $1,125 | $5,519-79.6% | $9,284-87.9% | $4,887-77.0% |