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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 | $19,719 | $162,821-87.9% | $133,978-85.3% | $158,982-87.6% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | -7.58% | 41.95%-49.5pp | 45.10%-52.7pp | 302.99%-310.6pp |
| Employer contribution / active EE | $8,937 | $4,976+79.6% | $3,919+128.0% | $4,763+87.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,432 | $11,742-87.8% | $8,930-84.0% | $11,252-87.3% |