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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 | $5,007 | $64,729-92.3% | $112,263-95.5% | $68,490-92.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -23.70% | -11.40%-12.3pp | 27.49%-51.2pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,344 | $2,746-51.1% | $3,636-63.0% | $2,597-48.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $864 | $5,222-83.5% | $6,410-86.5% | $5,403-84.0% |