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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 | $2,263 | $50,464-95.5% | $75,784-97.0% | $52,331-95.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -8.86% | 1.03%-9.9pp | 9.68%-18.5pp | 4.54%-13.4pp |
| Employer contribution / active EE | $1,444 | $1,988-27.4% | $3,323-56.6% | $1,882-23.3% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $995 | $1,103-9.8% | $5,300-81.2% | $592+68.1% |