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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 | $8,668 | $138,075-93.7% | $123,552-93.0% | $135,379-93.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -15.66% | 153.70%-169.4pp | 119.20%-134.9pp | 519.79%-535.5pp |
| Employer contribution / active EE | $4,850 | $5,152-5.9% | $4,628+4.8% | $4,779+1.5% |
| Participant deferral / active EE | $1,813 | $6,800-73.3% | $6,426-71.8% | $5,609-67.7% |
| Admin fee / account holder | $436 | $10,917-96.0% | $9,285-95.3% | $10,828-96.0% |