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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 | $13,197 | $138,102-90.4% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -27.95% | 750.73%-778.7pp | 572.31%-600.3pp | 418.27%-446.2pp |
| Employer contribution / active EE | $2,006 | $5,245-61.8% | $4,815-58.3% | $4,741-57.7% |
| Participant deferral / active EE | $2,385 | $7,801-69.4% | $7,448-68.0% | $6,401-62.7% |
| Admin fee / account holder | $316 | $11,568-97.3% | $10,007-96.8% | $11,429-97.2% |