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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 | $4,918 | $64,716-92.4% | $112,258-95.6% | $68,495-92.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.47%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,717 | $2,746-37.5% | $3,636-52.8% | $2,596-33.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,043 | $5,232-80.1% | $6,411-83.7% | $5,403-80.7% |