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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 | $7,937 | $77,901-89.8% | $149,717-94.7% | $75,181-89.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.23% | 31.73%-22.5pp | 134.41%-125.2pp | 160.69%-151.5pp |
| Employer contribution / active EE | $859 | $3,137-72.6% | $4,820-82.2% | $2,671-67.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,880 | $5,949-68.4% | $13,213-85.8% | $5,650-66.7% |