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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 | $15,643 | $152,619-89.8% | $125,195-87.5% | $152,909-89.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -15.27% | 54.85%-70.1pp | 43.79%-59.1pp | 345.46%-360.7pp |
| Employer contribution / active EE | $6,388 | $4,947+29.1% | $3,866+65.2% | $4,764+34.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,055 | $13,437-92.1% | $9,704-89.1% | $11,601-90.9% |