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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 | $8,581 | $56,054-84.7% | $171,082-95.0% | $62,881-86.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | -3.66% | 22.52%-26.2pp | 32.56%-36.2pp | 20.14%-23.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $812 | $3,158-74.3% | $4,797-83.1% | $3,203-74.7% |
| Admin fee / account holder | $1,685 | $3,647-53.8% | $8,520-80.2% | $4,296-60.8% |