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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 | $13,541 | $150,346-91.0% | $120,524-88.8% | $145,877-90.7% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | -17.13% | 154.40%-171.5pp | 107.36%-124.5pp | 551.28%-568.4pp |
| Employer contribution / active EE | $4,416 | $4,353+1.4% | $3,469+27.3% | $4,663-5.3% |
| Participant deferral / active EE | $1,325 | $6,172-78.5% | $4,994-73.5% | $6,691-80.2% |
| Admin fee / account holder | $3,788 | $12,215-69.0% | $9,440-59.9% | $13,402-71.7% |