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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 | $18,558 | $209,425-91.1% | $178,499-89.6% | $158,966-88.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -0.44% | 188.80%-189.2pp | 151.10%-151.5pp | 302.95%-303.4pp |
| Employer contribution / active EE | $2,008 | $5,707-64.8% | $5,011-59.9% | $4,762-57.8% |
| Participant deferral / active EE | $1,490 | $5,955-75.0% | $5,202-71.4% | $5,983-75.1% |
| Admin fee / account holder | $578 | $17,078-96.6% | $13,986-95.9% | $11,250-94.9% |