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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 | $9,243 | $48,078-80.8% | $78,676-88.3% | $62,881-85.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.77% | 31.36%-32.1pp | 62.19%-63.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $375 | $2,015-81.4% | $2,850-86.8% | $2,281-83.6% |
| Participant deferral / active EE | $615 | $2,587-76.2% | $3,517-82.5% | $3,203-80.8% |
| Admin fee / account holder | $491 | $3,206-84.7% | $4,510-89.1% | $4,296-88.6% |