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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 | $13,199 | $209,425-93.7% | $178,499-92.6% | $158,966-91.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -1.35% | 188.80%-190.1pp | 151.10%-152.5pp | 302.95%-304.3pp |
| Employer contribution / active EE | $1,847 | $5,707-67.6% | $5,011-63.1% | $4,762-61.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,245 | $17,078-86.9% | $13,986-83.9% | $11,250-80.0% |