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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 | $10,254 | $217,432-95.3% | $185,849-94.5% | $167,536-93.9% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | -9.88% | 148.42%-158.3pp | 122.10%-132.0pp | 478.82%-488.7pp |
| Employer contribution / active EE | $1,364 | $5,875-76.8% | $5,169-73.6% | $4,839-71.8% |
| Participant deferral / active EE | $978 | $6,357-84.6% | $5,569-82.4% | $6,342-84.6% |
| Admin fee / account holder | $3,854 | $19,818-80.6% | $16,244-76.3% | $12,315-68.7% |