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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 | $76,834-91.2% | $108,359-93.8% | $87,485-92.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -1.32% | 19.09%-20.4pp | 36.89%-38.2pp | 26.06%-27.4pp |
| Employer contribution / active EE | $610 | $1,556-60.8% | $2,399-74.6% | $2,596-76.5% |
| Participant deferral / active EE | $855 | $3,100-72.4% | $4,137-79.3% | $4,274-80.0% |
| Admin fee / account holder | $1,819 | $6,537-72.2% | $9,741-81.3% | $7,775-76.6% |