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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 | $19,300 | $56,197-65.7% | $67,652-71.5% | $59,633-67.6% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -2.98% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $3,948 | $1,615+144.5% | $2,266+74.3% | $2,203+79.2% |
| Participant deferral / active EE | $925 | $2,844-67.5% | $3,560-74.0% | $3,192-71.0% |
| Admin fee / account holder | $399 | $3,958-89.9% | $4,821-91.7% | $4,297-90.7% |