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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 | $17,691 | $180,459-90.2% | $154,108-88.5% | $135,380-86.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.49% | 888.21%-901.7pp | 735.21%-748.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $7,167 | $6,035+18.8% | $5,298+35.3% | $4,779+50.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,959 | $16,145-87.9% | $13,411-85.4% | $10,828-81.9% |