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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 | $160,028-94.2% | $147,080-93.7% | $145,884-93.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -7.57% | 98.60%-106.2pp | 420.17%-427.7pp | 551.85%-559.4pp |
| Employer contribution / active EE | $2,548 | $5,286-51.8% | $4,933-48.4% | $4,662-45.3% |
| Participant deferral / active EE | $1,663 | $8,422-80.3% | $8,066-79.4% | $6,690-75.1% |
| Admin fee / account holder | $60,094 | $15,030+299.8% | $12,989+362.7% | $13,392+348.7% |