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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 | $15,375 | $165,399-90.7% | $149,745-89.7% | $158,982-90.3% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | -1.80% | 348.34%-350.1pp | 276.72%-278.5pp | 302.99%-304.8pp |
| Employer contribution / active EE | $1,429 | $5,105-72.0% | $4,646-69.2% | $4,763-70.0% |
| Participant deferral / active EE | $326 | $7,183-95.5% | $6,843-95.2% | $5,983-94.5% |
| Admin fee / account holder | $37,148 | $10,811+243.6% | $9,312+298.9% | $11,252+230.2% |