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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 | $8,387 | $73,839-88.6% | $143,788-94.2% | $68,495-87.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.85% | 1.01%-20.9pp | -0.03%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,548 | $3,184-20.0% | $4,952-48.6% | $2,596-1.9% |
| Participant deferral / active EE | $191 | $3,384-94.4% | $5,638-96.6% | $4,028-95.3% |
| Admin fee / account holder | $982 | $5,755-82.9% | $14,675-93.3% | $5,403-81.8% |