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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 | $11,774 | $183,988-93.6% | $162,177-92.7% | $152,897-92.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -11.90% | 150.79%-162.7pp | 115.60%-127.5pp | 345.43%-357.3pp |
| Employer contribution / active EE | $3,603 | $6,370-43.4% | $5,613-35.8% | $4,764-24.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,004 | $13,123-39.0% | $10,843-26.2% | $11,599-31.0% |