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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 | $15,079 | $138,385-89.1% | $184,243-91.8% | $80,925-81.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -16.80% | 20.02%-36.8pp | 28.82%-45.6pp | 35.65%-52.5pp |
| Employer contribution / active EE | $4,689 | $4,851-3.3% | $6,427-27.0% | $2,756+70.1% |
| Participant deferral / active EE | $2,200 | $7,075-68.9% | $9,132-75.9% | $4,299-48.8% |
| Admin fee / account holder | $1,171 | $10,489-88.8% | $13,914-91.6% | $6,940-83.1% |