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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 | $8,139 | $50,947-84.0% | $74,549-89.1% | $64,173-87.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.00% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,674 | $1,115+50.1% | $1,961-14.6% | $2,381-29.7% |
| Participant deferral / active EE | $506 | $2,302-78.0% | $3,108-83.7% | $3,470-85.4% |
| Admin fee / account holder | $463 | $4,221-89.0% | $5,059-90.8% | $4,887-90.5% |