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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 | $12,589 | $101,798-87.6% | $165,071-92.4% | $80,935-84.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -5.99% | 16.73%-22.7pp | 70.17%-76.2pp | 35.66%-41.7pp |
| Employer contribution / active EE | $2,653 | $2,954-10.2% | $4,347-39.0% | $2,757-3.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,271 | $8,221-84.5% | $12,695-90.0% | $6,924-81.6% |