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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 | $6,070 | $39,132-84.5% | $57,196-89.4% | $62,881-90.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -3.37% | 9.24%-12.6pp | 14.59%-18.0pp | 20.14%-23.5pp |
| Employer contribution / active EE | $2,281 | $1,874+21.7% | $2,683-15.0% | $2,2810% |
| Participant deferral / active EE | $434 | $2,374-81.7% | $3,096-86.0% | $3,203-86.4% |
| Admin fee / account holder | $1,387 | $2,594-46.5% | $3,141-55.9% | $4,296-67.7% |