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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 | $13,018 | $138,114-90.6% | $125,391-89.6% | $134,545-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.65% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,601 | $5,246-69.5% | $4,816-66.8% | $4,742-66.2% |
| Participant deferral / active EE | $2,502 | $7,801-67.9% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $2,220 | $11,570-80.8% | $10,009-77.8% | $11,431-80.6% |