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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 | $22,210 | $62,583-64.5% | $76,767-71.1% | $64,173-65.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.95% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,509 | $1,832+36.9% | $2,485+0.9% | $2,381+5.4% |
| Participant deferral / active EE | $953 | $3,145-69.7% | $3,852-75.3% | $3,470-72.5% |
| Admin fee / account holder | $2,617 | $4,667-43.9% | $6,675-60.8% | $4,887-46.4% |