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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 | $19,114 | $87,733-78.2% | $106,555-82.1% | $85,847-77.7% |
| Participation rate | 76.2% | 71.9%+4.3pp | 76.1%+0.1pp | 69.3%+6.9pp |
| Annual return | -61.75% | 21.86%-83.6pp | 26.80%-88.6pp | 318.61%-380.4pp |
| Employer contribution / active EE | $549 | $2,073-73.5% | $2,819-80.5% | $2,565-78.6% |
| Participant deferral / active EE | $1,282 | $3,469-63.1% | $4,399-70.9% | $3,952-67.6% |
| Admin fee / account holder | $5,565 | $6,767-17.8% | $7,408-24.9% | $6,261-11.1% |