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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 | $19,609 | $168,636-88.4% | $147,618-86.7% | $125,388-84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.25% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $3,771 | $6,252-39.7% | $5,565-32.2% | $4,866-22.5% |
| Participant deferral / active EE | $171 | $5,507-96.9% | $4,895-96.5% | $5,352-96.8% |
| Admin fee / account holder | $853 | $13,580-93.7% | $11,612-92.7% | $9,541-91.1% |