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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 | $3,503 | $99,345-96.5% | $84,753-95.9% | $273,972-98.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -5.07% | 22.93%-28.0pp | 22.78%-27.9pp | 41.46%-46.5pp |
| Employer contribution / active EE | $1,036 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,474 | $6,645-62.8% | $5,333-53.6% | $10,133-75.6% |