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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 | $3,024 | $52,678-94.3% | $75,784-96.0% | $59,633-94.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -6.76% | 2.95%-9.7pp | 9.68%-16.4pp | 2041.40%-2048.2pp |
| Employer contribution / active EE | $381 | $2,193-82.6% | $3,323-88.5% | $2,203-82.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $971 | $3,610-73.1% | $5,300-81.7% | $4,297-77.4% |