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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 | $11,979 | $67,602-82.3% | $82,312-85.4% | $70,126-82.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -16.44% | 21.57%-38.0pp | 25.88%-42.3pp | 73.15%-89.6pp |
| Employer contribution / active EE | $1,537 | $1,755-12.4% | $2,428-36.7% | $2,343-34.4% |
| Participant deferral / active EE | $714 | $2,987-76.1% | $3,706-80.7% | $3,332-78.6% |
| Admin fee / account holder | $2,954 | $4,512-34.5% | $5,608-47.3% | $4,645-36.4% |