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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 | $16,950 | $118,708-85.7% | $98,920-82.9% | $158,982-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -5.22% | 372.49%-377.7pp | 196.47%-201.7pp | 302.99%-308.2pp |
| Employer contribution / active EE | $2,632 | $3,334-21.1% | $2,689-2.1% | $4,763-44.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,207 | $10,134+89.5% | $6,643+189.1% | $11,252+70.7% |