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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 | $22,850 | $185,883-87.7% | $170,043-86.6% | $139,466-83.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | -4.77% | 60.54%-65.3pp | 53.40%-58.2pp | 373.66%-378.4pp |
| Employer contribution / active EE | $4,625 | $7,596-39.1% | $6,790-31.9% | $4,754-2.7% |
| Participant deferral / active EE | $698 | $11,626-94.0% | $10,410-93.3% | $6,712-89.6% |
| Admin fee / account holder | $2,341 | $15,393-84.8% | $12,824-81.7% | $11,409-79.5% |