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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 | $73,787-90.8% | $98,716-93.1% | $82,448-91.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -1.32% | 18.57%-19.9pp | 31.81%-33.1pp | 41.64%-43.0pp |
| Employer contribution / active EE | $610 | $1,511-59.6% | $2,279-73.2% | $2,551-76.1% |
| Participant deferral / active EE | $855 | $3,081-72.3% | $4,048-78.9% | $4,139-79.3% |
| Admin fee / account holder | $1,819 | $6,500-72.0% | $8,703-79.1% | $7,234-74.9% |