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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 | $12,311 | $105,195-88.3% | $159,450-92.3% | $85,854-85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 3.94% | 45.08%-41.1pp | 263.60%-259.7pp | 318.56%-314.6pp |
| Employer contribution / active EE | $4,337 | $3,319+30.7% | $4,830-10.2% | $2,565+69.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $655 | $6,934-90.6% | $10,800-93.9% | $6,260-89.5% |