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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 | $13,580 | $197,625-93.1% | $177,840-92.4% | $158,966-91.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -22.25% | 58.76%-81.0pp | 48.32%-70.6pp | 302.95%-325.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,896 | $8,405-77.4% | $7,714-75.4% | $5,983-68.3% |
| Admin fee / account holder | $572 | $15,405-96.3% | $12,431-95.4% | $11,250-94.9% |