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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 | $19,246 | $78,707-75.5% | $117,861-83.7% | $70,126-72.6% |
| Participation rate | 91.4% | 73.2%+18.2pp | 79.7%+11.7pp | 69.5%+21.8pp |
| Annual return | -21.14% | 23.30%-44.4pp | 335.11%-356.2pp | 73.15%-94.3pp |
| Employer contribution / active EE | $3,939 | $2,223+77.1% | $3,786+4.0% | $2,343+68.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $980 | $5,066-80.6% | $8,021-87.8% | $4,645-78.9% |