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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 | $25,596 | $160,059-84.0% | $140,019-81.7% | $135,380-81.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.66% | 911.48%-933.1pp | 651.17%-672.8pp | 519.81%-541.5pp |
| Employer contribution / active EE | $1,642 | $6,420-74.4% | $5,605-70.7% | $4,779-65.7% |
| Participant deferral / active EE | $808 | $7,641-89.4% | $6,927-88.3% | $5,609-85.6% |
| Admin fee / account holder | $5,620 | $13,328-57.8% | $10,705-47.5% | $10,828-48.1% |