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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 | $7,006 | $56,894-87.7% | $84,753-91.7% | $62,881-88.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.99% | 6.30%-11.3pp | 22.78%-27.8pp | 20.14%-25.1pp |
| Employer contribution / active EE | $2,734 | $2,400+13.9% | $3,574-23.5% | $2,281+19.9% |
| Participant deferral / active EE | $310 | $2,709-88.5% | $3,712-91.6% | $3,203-90.3% |
| Admin fee / account holder | $2,000 | $3,581-44.2% | $5,333-62.5% | $4,296-53.5% |