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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 | $16,921 | $81,208-79.2% | $98,920-82.9% | $79,852-78.8% |
| Participation rate | 80.4% | 72.5%+7.9pp | 76.0%+4.4pp | 69.6%+10.8pp |
| Annual return | -22.05% | 60.99%-83.0pp | 196.47%-218.5pp | 31.72%-53.8pp |
| Employer contribution / active EE | $714 | $1,960-63.6% | $2,689-73.5% | $2,471-71.1% |
| Participant deferral / active EE | $863 | $3,265-73.6% | $4,245-79.7% | $3,740-76.9% |
| Admin fee / account holder | $845 | $6,013-85.9% | $6,643-87.3% | $5,306-84.1% |