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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 | $9,256 | $160,070-94.2% | $147,117-93.7% | $145,897-93.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -7.57% | 98.69%-106.3pp | 420.54%-428.1pp | 552.29%-559.9pp |
| Employer contribution / active EE | $2,548 | $5,285-51.8% | $4,932-48.3% | $4,663-45.4% |
| Participant deferral / active EE | $1,663 | $8,419-80.2% | $8,065-79.4% | $6,689-75.1% |
| Admin fee / account holder | $60,094 | $15,035+299.7% | $12,993+362.5% | $13,390+348.8% |