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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 | $10,566 | $81,258-87.0% | $105,218-90.0% | $59,633-82.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | -15.69% | 1.96%-17.6pp | 5.33%-21.0pp | 2041.45%-2057.1pp |
| Employer contribution / active EE | $918 | $2,562-64.2% | $3,255-71.8% | $2,203-58.3% |
| Participant deferral / active EE | $1,464 | $3,881-62.3% | $4,867-69.9% | $3,192-54.1% |
| Admin fee / account holder | $1,804 | $5,841-69.1% | $6,992-74.2% | $4,297-58.0% |