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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 | $15,868 | $91,559-82.7% | $133,959-88.2% | $79,858-80.1% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | -18.10% | 61.85%-79.9pp | 45.09%-63.2pp | 31.72%-49.8pp |
| Employer contribution / active EE | $4,202 | $2,384+76.3% | $3,919+7.2% | $2,471+70.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $872 | $6,321-86.2% | $8,928-90.2% | $5,306-83.6% |