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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 | $11,636 | $41,981-72.3% | $63,412-81.7% | $59,633-80.5% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -3.94% | 13.04%-17.0pp | 4.04%-8.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $2,401 | $1,287+86.5% | $1,814+32.3% | $2,203+9.0% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,207 | $3,509-65.6% | $3,753-67.9% | $4,297-71.9% |