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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 | $7,111 | $40,263-82.3% | $57,347-87.6% | $59,632-88.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.53% | 27.50%-30.0pp | 24.40%-26.9pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $1,570 | $1,922-18.3% | $2,689-41.6% | $2,203-28.7% |
| Participant deferral / active EE | $245 | $2,400-89.8% | $3,162-92.2% | $3,192-92.3% |
| Admin fee / account holder | $2,321 | $2,819-17.7% | $3,356-30.8% | $4,297-46.0% |