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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 | $7,020 | $58,493-88.0% | $84,023-91.6% | $72,976-90.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 1.59% | 28.93%-27.3pp | 71.32%-69.7pp | 81.02%-79.4pp |
| Employer contribution / active EE | $2,044 | $1,163+75.8% | $1,984+3.0% | $2,440-16.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,936 | $4,569-57.6% | $6,102-68.3% | $5,124-62.2% |