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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 | $10,544 | $180,462-94.2% | $154,111-93.2% | $135,379-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.71% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,944 | $6,036-51.2% | $5,298-44.4% | $4,779-38.4% |
| Participant deferral / active EE | $1,411 | $5,806-75.7% | $5,081-72.2% | $5,609-74.8% |
| Admin fee / account holder | $1,453 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |