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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 | $28,356 | $168,636-83.2% | $147,618-80.8% | $125,388-77.4% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -15.31% | 77.65%-93.0pp | 61.98%-77.3pp | 282.24%-297.5pp |
| Employer contribution / active EE | $6,235 | $6,252-0.3% | $5,565+12.0% | $4,866+28.1% |
| Participant deferral / active EE | $1,194 | $5,507-78.3% | $4,895-75.6% | $5,352-77.7% |
| Admin fee / account holder | $596 | $13,580-95.6% | $11,612-94.9% | $9,541-93.8% |