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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 | $12,707 | $176,071-92.8% | $159,450-92.0% | $167,497-92.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.66% | 331.79%-334.4pp | 263.60%-266.3pp | 478.62%-481.3pp |
| Employer contribution / active EE | $3,213 | $5,298-39.4% | $4,830-33.5% | $4,838-33.6% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $412 | $12,555-96.7% | $10,800-96.2% | $12,310-96.7% |