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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 | $5,497 | $134,001-95.9% | $112,258-95.1% | $134,509-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.52% | 47.15%-72.7pp | 27.47%-53.0pp | 418.13%-443.7pp |
| Employer contribution / active EE | $16,822 | $4,039+316.4% | $3,636+362.7% | $4,741+254.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,892 | $7,491-48.0% | $6,411-39.3% | $11,427-65.9% |