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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 | $11,772 | $160,059-92.6% | $140,019-91.6% | $135,380-91.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.15% | 911.48%-922.6pp | 651.17%-662.3pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,380 | $6,420-78.5% | $5,605-75.4% | $4,779-71.1% |
| Participant deferral / active EE | $1,115 | $7,641-85.4% | $6,927-83.9% | $5,609-80.1% |
| Admin fee / account holder | $918 | $13,328-93.1% | $10,705-91.4% | $10,828-91.5% |