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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 | $6,765 | $74,535-90.9% | $100,712-93.3% | $82,637-91.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -1.32% | 18.92%-20.2pp | 33.27%-34.6pp | 53.51%-54.8pp |
| Employer contribution / active EE | $610 | $1,503-59.4% | $2,313-73.6% | $2,552-76.1% |
| Participant deferral / active EE | $855 | $3,074-72.2% | $4,085-79.1% | $4,126-79.3% |
| Admin fee / account holder | $1,819 | $6,576-72.3% | $9,256-80.3% | $7,339-75.2% |