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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 | $20,050 | $180,466-88.9% | $154,114-87.0% | $135,382-85.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -10.30% | 888.15%-898.5pp | 735.16%-745.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $4,492 | $6,035-25.6% | $5,298-15.2% | $4,779-6.0% |
| Participant deferral / active EE | $1,683 | $5,806-71.0% | $5,081-66.9% | $5,609-70.0% |
| Admin fee / account holder | $1,261 | $16,144-92.2% | $13,411-90.6% | $10,829-88.4% |