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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 | $12,670 | $180,459-93.0% | $154,108-91.8% | $135,380-90.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.98% | 888.21%-904.2pp | 735.21%-751.2pp | 519.81%-535.8pp |
| Employer contribution / active EE | $2,332 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $288 | $5,806-95.0% | $5,081-94.3% | $5,609-94.9% |
| Admin fee / account holder | $3,430 | $16,145-78.8% | $13,411-74.4% | $10,828-68.3% |