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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 | $14,368 | $82,678-82.6% | $125,391-88.5% | $68,490-79.0% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -23.38% | -5.97%-17.4pp | 572.41%-595.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $3,463 | $3,382+2.4% | $4,816-28.1% | $2,597+33.4% |
| Participant deferral / active EE | $1,532 | $6,111-74.9% | $7,448-79.4% | $4,028-62.0% |
| Admin fee / account holder | $1,853 | $6,277-70.5% | $10,009-81.5% | $5,403-65.7% |