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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 | $13,883 | $65,696-78.9% | $56,429-75.4% | $147,586-90.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | -4.32% | 13.32%-17.6pp | 19.04%-23.4pp | 578.59%-582.9pp |
| Employer contribution / active EE | $1,643 | $4,121-60.1% | $3,405-51.7% | $4,876-66.3% |
| Participant deferral / active EE | $343 | $4,876-93.0% | $3,951-91.3% | $5,439-93.7% |
| Admin fee / account holder | $2,151 | $5,947-63.8% | $4,466-51.8% | $10,886-80.2% |