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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 | $11,734 | $72,486-83.8% | $87,103-86.5% | $72,976-83.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -0.11% | 24.46%-24.6pp | 28.19%-28.3pp | 81.02%-81.1pp |
| Employer contribution / active EE | $3,499 | $1,894+84.8% | $2,521+38.8% | $2,440+43.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $636 | $5,055-87.4% | $7,491-91.5% | $5,124-87.6% |