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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 | $8,514 | $62,583-86.4% | $76,767-88.9% | $64,173-86.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.78% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,128 | $1,832+70.7% | $2,485+25.9% | $2,381+31.4% |
| Participant deferral / active EE | $1,209 | $3,145-61.6% | $3,852-68.6% | $3,470-65.2% |
| Admin fee / account holder | $546 | $4,667-88.3% | $6,675-91.8% | $4,887-88.8% |