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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 | $11,818 | $56,197-79.0% | $67,652-82.5% | $59,633-80.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.60% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,840 | $1,615+75.9% | $2,266+25.3% | $2,203+28.9% |
| Participant deferral / active EE | $1,041 | $2,844-63.4% | $3,560-70.8% | $3,192-67.4% |
| Admin fee / account holder | $767 | $3,958-80.6% | $4,821-84.1% | $4,297-82.2% |