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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 | $15,969 | $168,635-90.5% | $147,617-89.2% | $125,389-87.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -5.95% | 77.65%-83.6pp | 61.98%-67.9pp | 282.24%-288.2pp |
| Employer contribution / active EE | $6,173 | $6,252-1.3% | $5,564+10.9% | $4,866+26.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $907 | $13,580-93.3% | $11,612-92.2% | $9,541-90.5% |