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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 | $11,093 | $97,732-88.6% | $83,831-86.8% | $135,380-91.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -18.38% | 1287.56%-1305.9pp | 850.99%-869.4pp | 519.81%-538.2pp |
| Employer contribution / active EE | $5,270 | $4,222+24.8% | $3,631+45.1% | $4,779+10.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,659 | $6,675-75.1% | $5,479-69.7% | $10,828-84.7% |