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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 | $22,405 | $168,635-86.7% | $147,617-84.8% | $125,389-82.1% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -6.38% | 77.65%-84.0pp | 61.98%-68.4pp | 282.24%-288.6pp |
| Employer contribution / active EE | $1,397 | $6,252-77.7% | $5,564-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $1,658 | $5,507-69.9% | $4,895-66.1% | $5,352-69.0% |
| Admin fee / account holder | $736 | $13,580-94.6% | $11,612-93.7% | $9,541-92.3% |