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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 | $11,400 | $138,102-91.7% | $125,381-90.9% | $134,532-91.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -22.92% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,794 | $5,245-65.8% | $4,815-62.7% | $4,741-62.2% |
| Participant deferral / active EE | $2,428 | $7,801-68.9% | $7,448-67.4% | $6,401-62.1% |
| Admin fee / account holder | $5,922 | $11,568-48.8% | $10,007-40.8% | $11,429-48.2% |