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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 | $16,150 | $160,028-89.9% | $147,080-89.0% | $145,884-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.86% | 98.60%-104.5pp | 420.17%-426.0pp | 551.85%-557.7pp |
| Employer contribution / active EE | $15,000 | $5,286+183.8% | $4,933+204.1% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $140,106 | $15,030+832.2% | $12,989+978.7% | $13,392+946.2% |