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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 | $2,770 | $209,336-98.7% | $197,124-98.6% | $137,256-98.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -3.62% | 48.09%-51.7pp | 44.34%-48.0pp | 220.34%-224.0pp |
| Employer contribution / active EE | $2,255 | $6,591-65.8% | $6,227-63.8% | $4,156-45.7% |
| Participant deferral / active EE | $2,336 | $9,614-75.7% | $9,135-74.4% | $6,407-63.5% |
| Admin fee / account holder | $11,079 | $17,308-36.0% | $16,298-32.0% | $12,270-9.7% |