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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 | $12,001 | $82,674-85.5% | $125,381-90.4% | $68,486-82.5% |
| Participation rate | 73.8% | 75.1%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -28.16% | -5.97%-22.2pp | 572.31%-600.5pp | -7.85%-20.3pp |
| Employer contribution / active EE | $1,483 | $3,382-56.1% | $4,815-69.2% | $2,597-42.9% |
| Participant deferral / active EE | $2,120 | $6,111-65.3% | $7,448-71.5% | $4,028-47.4% |
| Admin fee / account holder | $728 | $6,277-88.4% | $10,007-92.7% | $5,404-86.5% |