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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 | $15,217 | $180,466-91.6% | $154,114-90.1% | $135,382-88.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.77% | 888.15%-898.9pp | 735.16%-745.9pp | 519.77%-530.5pp |
| Employer contribution / active EE | $2,256 | $6,035-62.6% | $5,298-57.4% | $4,779-52.8% |
| Participant deferral / active EE | $30 | $5,806-99.5% | $5,081-99.4% | $5,609-99.5% |
| Admin fee / account holder | $813 | $16,144-95.0% | $13,411-93.9% | $10,829-92.5% |