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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 | $13,744 | $154,209-91.1% | $130,062-89.4% | $139,487-90.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.97% | 32.52%-30.6pp | -137.37%+139.3pp | 373.84%-371.9pp |
| Employer contribution / active EE | $7,275 | $5,292+37.5% | $4,322+68.3% | $4,755+53.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $763 | $13,988-94.5% | $10,601-92.8% | $11,407-93.3% |