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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 | $4,258 | $48,235-91.2% | $68,803-93.8% | $68,490-93.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -21.24% | -12.70%-8.5pp | -6.37%-14.9pp | -7.85%-13.4pp |
| Employer contribution / active EE | $952 | $1,829-47.9% | $2,656-64.1% | $2,597-63.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $412 | $4,361-90.5% | $4,936-91.6% | $5,403-92.4% |