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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 | $15,926 | $52,678-69.8% | $75,784-79.0% | $59,633-73.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -4.24% | 2.95%-7.2pp | 9.68%-13.9pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $667 | $2,193-69.6% | $3,323-79.9% | $2,203-69.7% |
| Participant deferral / active EE | $716 | $2,591-72.4% | $3,652-80.4% | $3,192-77.6% |
| Admin fee / account holder | $980 | $3,610-72.9% | $5,300-81.5% | $4,297-77.2% |