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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 | $1,976 | $52,884-96.3% | $84,753-97.7% | $55,167-96.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -4.16% | 18.03%-22.2pp | 22.78%-26.9pp | 169.23%-173.4pp |
| Employer contribution / active EE | $1,035 | $2,233-53.7% | $3,574-71.0% | $1,963-47.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $826 | $581+42.2% | $5,333-84.5% | $504+63.9% |