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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 | $18,424 | $168,635-89.1% | $147,617-87.5% | $125,389-85.3% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | -3.80% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,635 | $6,252-57.9% | $5,564-52.6% | $4,866-45.8% |
| Participant deferral / active EE | $404 | $5,507-92.7% | $4,895-91.7% | $5,352-92.4% |
| Admin fee / account holder | $844 | $13,580-93.8% | $11,612-92.7% | $9,541-91.2% |