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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 | $11,045 | $54,380-79.7% | $68,509-83.9% | $59,633-81.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.81% | 2.83%-5.6pp | 8.27%-11.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $542 | $1,539-64.8% | $2,278-76.2% | $2,203-75.4% |
| Participant deferral / active EE | $524 | $2,643-80.2% | $3,382-84.5% | $3,192-83.6% |
| Admin fee / account holder | $1,487 | $3,885-61.7% | $5,275-71.8% | $4,297-65.4% |