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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 | $22,941 | $58,828-61.0% | $78,002-70.6% | $62,881-63.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -9.22% | 17.16%-26.4pp | 425.99%-435.2pp | 20.14%-29.4pp |
| Employer contribution / active EE | $4,193 | $1,672+150.9% | $2,470+69.8% | $2,281+83.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,618 | $4,393-63.2% | $5,481-70.5% | $4,296-62.3% |