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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 | $15,976 | $125,190-87.2% | $105,624-84.9% | $145,897-89.0% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | -20.79% | 225.22%-246.0pp | 116.20%-137.0pp | 552.29%-573.1pp |
| Employer contribution / active EE | $1,262 | $3,720-66.1% | $3,168-60.2% | $4,663-72.9% |
| Participant deferral / active EE | $1,421 | $5,716-75.1% | $5,013-71.6% | $6,689-78.8% |
| Admin fee / account holder | $850 | $17,138-95.0% | $10,961-92.2% | $13,390-93.7% |