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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 | $15,374 | $198,462-92.3% | $170,439-91.0% | $147,585-89.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -5.68% | 257.30%-263.0pp | 205.94%-211.6pp | 578.58%-584.3pp |
| Employer contribution / active EE | $2,064 | $6,184-66.6% | $5,433-62.0% | $4,876-57.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,154 | $16,852-93.2% | $13,881-91.7% | $10,886-89.4% |