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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 | $12,376 | $166,242-92.6% | $165,071-92.5% | $145,884-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.19% | 100.44%-107.6pp | 70.17%-77.4pp | 551.85%-559.0pp |
| Employer contribution / active EE | $1,812 | $5,283-65.7% | $4,347-58.3% | $4,662-61.1% |
| Participant deferral / active EE | $1,812 | $6,964-74.0% | $6,035-70.0% | $6,690-72.9% |
| Admin fee / account holder | $1,991 | $16,658-88.0% | $12,695-84.3% | $13,392-85.1% |