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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 | $10,922 | $70,002-84.4% | $115,038-90.5% | $52,331-79.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.97% | 4.04%-6.0pp | 26.14%-28.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $642 | $2,715-76.4% | $4,608-86.1% | $1,882-65.9% |
| Participant deferral / active EE | $719 | $4,920-85.4% | $6,026-88.1% | $3,022-76.2% |
| Admin fee / account holder | $2,048 | $566+261.9% | $8,175-74.9% | $592+246.2% |