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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 | $26,442 | $160,059-83.5% | $140,019-81.1% | $135,380-80.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -22.27% | 911.48%-933.7pp | 651.17%-673.4pp | 519.81%-542.1pp |
| Employer contribution / active EE | $9,422 | $6,420+46.8% | $5,605+68.1% | $4,779+97.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $426 | $13,328-96.8% | $10,705-96.0% | $10,828-96.1% |