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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 | $18,261 | $138,072-86.8% | $123,549-85.2% | $135,382-86.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.19% | 153.69%-163.9pp | 119.20%-129.4pp | 519.77%-530.0pp |
| Employer contribution / active EE | $1,486 | $5,152-71.2% | $4,628-67.9% | $4,779-68.9% |
| Participant deferral / active EE | $2,022 | $6,799-70.3% | $6,426-68.5% | $5,609-63.9% |
| Admin fee / account holder | $881 | $10,917-91.9% | $9,284-90.5% | $10,829-91.9% |