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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 | $17,475 | $228,352-92.3% | $185,835-90.6% | $158,966-89.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -8.45% | 40.81%-49.3pp | 35.96%-44.4pp | 302.95%-311.4pp |
| Employer contribution / active EE | $2,766 | $4,967-44.3% | $4,087-32.3% | $4,762-41.9% |
| Participant deferral / active EE | $1,220 | $6,416-81.0% | $5,633-78.4% | $5,983-79.6% |
| Admin fee / account holder | $558 | $11,867-95.3% | $9,502-94.1% | $11,250-95.0% |