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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 | $21,674 | $160,059-86.5% | $140,019-84.5% | $135,379-84.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -12.42% | 911.44%-923.9pp | 651.15%-663.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,512 | $6,420-76.4% | $5,605-73.0% | $4,779-68.4% |
| Participant deferral / active EE | $1,858 | $7,641-75.7% | $6,927-73.2% | $5,609-66.9% |
| Admin fee / account holder | $334 | $13,328-97.5% | $10,705-96.9% | $10,828-96.9% |