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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 | $5,874 | $71,230-91.8% | $93,727-93.7% | $80,959-92.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -2.56% | 11.26%-13.8pp | 133.83%-136.4pp | 35.67%-38.2pp |
| Employer contribution / active EE | $816 | $1,565-47.9% | $2,421-66.3% | $2,757-70.4% |
| Participant deferral / active EE | $1,190 | $4,037-70.5% | $4,417-73.1% | $4,300-72.3% |
| Admin fee / account holder | $1,437 | $6,961-79.4% | $8,292-82.7% | $6,925-79.3% |