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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 | $18,842 | $160,059-88.2% | $140,019-86.5% | $135,382-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.21% | 911.44%-921.7pp | 651.15%-661.4pp | 519.77%-530.0pp |
| Employer contribution / active EE | $3,297 | $6,420-48.6% | $5,605-41.2% | $4,779-31.0% |
| Participant deferral / active EE | $2,619 | $7,641-65.7% | $6,927-62.2% | $5,609-53.3% |
| Admin fee / account holder | $3,184 | $13,328-76.1% | $10,705-70.3% | $10,829-70.6% |