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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 | $11,052 | $58,828-81.2% | $78,002-85.8% | $62,881-82.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -2.60% | 17.16%-19.8pp | 425.99%-428.6pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,112 | $1,672-33.5% | $2,470-55.0% | $2,281-51.2% |
| Participant deferral / active EE | $486 | $2,686-81.9% | $3,497-86.1% | $3,203-84.8% |
| Admin fee / account holder | $600 | $4,393-86.3% | $5,481-89.1% | $4,296-86.0% |