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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 | $17,526 | $102,429-82.9% | $147,096-88.1% | $80,925-78.3% |
| Participation rate | 78.3% | 75.9%+2.5pp | 82.2%-3.8pp | 67.7%+10.7pp |
| Annual return | -23.23% | 135.02%-158.3pp | 419.75%-443.0pp | 35.65%-58.9pp |
| Employer contribution / active EE | $2,563 | $3,716-31.0% | $4,936-48.1% | $2,756-7.0% |
| Participant deferral / active EE | $2,323 | $6,649-65.1% | $8,071-71.2% | $4,299-46.0% |
| Admin fee / account holder | $2,269 | $7,957-71.5% | $13,005-82.6% | $6,940-67.3% |