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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 | $14,225 | $115,814-87.7% | $101,275-86.0% | $158,982-91.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | -2.08% | 56.16%-58.2pp | 46.48%-48.6pp | 302.99%-305.1pp |
| Employer contribution / active EE | $1,956 | $4,176-53.2% | $3,660-46.6% | $4,763-58.9% |
| Participant deferral / active EE | $577 | $4,958-88.4% | $4,371-86.8% | $5,983-90.4% |
| Admin fee / account holder | $37,335 | $7,249+415.1% | $5,948+527.7% | $11,252+231.8% |