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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 | $13,600 | $165,361-91.8% | $149,715-90.9% | $158,950-91.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -6.14% | 348.24%-354.4pp | 276.66%-282.8pp | 302.91%-309.0pp |
| Employer contribution / active EE | $3,842 | $5,103-24.7% | $4,645-17.3% | $4,762-19.3% |
| Participant deferral / active EE | $358 | $7,182-95.0% | $6,842-94.8% | $5,983-94.0% |
| Admin fee / account holder | $931 | $10,808-91.4% | $9,310-90.0% | $11,248-91.7% |