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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 | $5,500 | $72,273-92.4% | $101,275-94.6% | $79,856-93.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -10.11% | 22.30%-32.4pp | 46.48%-56.6pp | 31.71%-41.8pp |
| Employer contribution / active EE | $964 | $2,691-64.2% | $3,660-73.7% | $2,471-61.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $730 | $4,401-83.4% | $5,948-87.7% | $5,306-86.2% |