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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 | $18,407 | $135,645-86.4% | $110,243-83.3% | $135,380-86.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -10.08% | 513.24%-523.3pp | 314.76%-324.8pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,679 | $4,907-65.8% | $3,827-56.1% | $4,779-64.9% |
| Participant deferral / active EE | $1,081 | $5,507-80.4% | $4,672-76.9% | $5,609-80.7% |
| Admin fee / account holder | $663 | $11,458-94.2% | $8,548-92.2% | $10,828-93.9% |