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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 | $10,371 | $77,638-86.6% | $156,551-93.4% | $62,881-83.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.23% | 50.33%-52.6pp | 32.23%-34.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,525 | $3,444-55.7% | $5,501-72.3% | $2,281-33.2% |
| Participant deferral / active EE | $810 | $3,046-73.4% | $4,871-83.4% | $3,203-74.7% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |