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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 | $7,878 | $76,912-89.8% | $129,118-93.9% | $68,486-88.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -19.51% | -9.78%-9.7pp | -10.94%-8.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,196 | $3,243-63.1% | $5,051-76.3% | $2,597-53.9% |
| Participant deferral / active EE | $1,314 | $4,732-72.2% | $6,539-79.9% | $4,028-67.4% |
| Admin fee / account holder | $1,079 | $6,638-83.7% | $14,305-92.5% | $5,404-80.0% |