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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 | $12,336 | $82,674-85.1% | $125,381-90.2% | $68,486-82.0% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -20.83% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,697 | $3,382-20.2% | $4,815-44.0% | $2,597+3.9% |
| Participant deferral / active EE | $1,051 | $6,111-82.8% | $7,448-85.9% | $4,028-73.9% |
| Admin fee / account holder | $609 | $6,277-90.3% | $10,007-93.9% | $5,404-88.7% |