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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 | $5,491 | $72,177-92.4% | $115,038-95.2% | $59,633-90.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -9.24% | 12.02%-21.3pp | 26.14%-35.4pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $2,105 | $2,841-25.9% | $4,608-54.3% | $2,203-4.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $715 | $4,927-85.5% | $8,175-91.3% | $4,297-83.4% |