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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 | $23,021 | $105,210-78.1% | $159,487-85.6% | $85,851-73.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -8.88% | 45.08%-54.0pp | 263.71%-272.6pp | 318.63%-327.5pp |
| Employer contribution / active EE | $1,768 | $3,319-46.7% | $4,831-63.4% | $2,565-31.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $925 | $6,934-86.7% | $10,804-91.4% | $6,261-85.2% |