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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 | $6,212 | $138,102-95.5% | $125,381-95.0% | $134,532-95.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.22% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,742 | $5,245-66.8% | $4,815-63.8% | $4,741-63.3% |
| Participant deferral / active EE | $2,178 | $7,801-72.1% | $7,448-70.8% | $6,401-66.0% |
| Admin fee / account holder | $1,569 | $11,568-86.4% | $10,007-84.3% | $11,429-86.3% |