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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 | $17,672 | $67,602-73.9% | $82,312-78.5% | $70,126-74.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -3.89% | 21.57%-25.5pp | 25.88%-29.8pp | 73.15%-77.0pp |
| Employer contribution / active EE | $1,075 | $1,755-38.7% | $2,428-55.7% | $2,343-54.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $802 | $4,512-82.2% | $5,608-85.7% | $4,645-82.7% |