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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 | $12,455 | $77,817-84.0% | $123,553-89.9% | $64,173-80.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.82% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $6,357 | $3,014+110.9% | $4,628+37.4% | $2,381+167.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $569 | $5,519-89.7% | $9,284-93.9% | $4,887-88.4% |