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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 | $15,783 | $127,790-87.6% | $106,554-85.2% | $167,553-90.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -0.09% | 33.88%-34.0pp | 26.80%-26.9pp | 478.89%-479.0pp |
| Employer contribution / active EE | $2,500 | $3,427-27.1% | $2,819-11.3% | $4,840-48.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,121 | $11,231-90.0% | $7,408-84.9% | $12,316-90.9% |