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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 | $15,168 | $78,694-80.7% | $67,652-77.6% | $125,389-87.9% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -84.51% | 9.46%-94.0pp | 6625.40%-6709.9pp | 282.24%-366.7pp |
| Employer contribution / active EE | $1,690 | $3,044-44.5% | $2,266-25.4% | $4,866-65.3% |
| Participant deferral / active EE | $1,049 | $4,292-75.6% | $3,560-70.5% | $5,352-80.4% |
| Admin fee / account holder | $714 | $7,403-90.4% | $4,821-85.2% | $9,541-92.5% |