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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 | $9,297 | $39,534-76.5% | $46,225-79.9% | $62,881-85.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | -7.31% | 8.93%-16.2pp | 7.57%-14.9pp | 20.14%-27.5pp |
| Employer contribution / active EE | $1,334 | $2,646-49.6% | $3,424-61.0% | $2,281-41.5% |
| Participant deferral / active EE | $532 | $2,681-80.2% | $3,776-85.9% | $3,203-83.4% |
| Admin fee / account holder | $630 | $2,464-74.4% | $3,519-82.1% | $4,296-85.3% |