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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 | $23,887 | $180,462-86.8% | $154,111-84.5% | $135,379-82.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.91% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $3,047 | $6,036-49.5% | $5,298-42.5% | $4,779-36.2% |
| Participant deferral / active EE | $909 | $5,806-84.4% | $5,081-82.1% | $5,609-83.8% |
| Admin fee / account holder | $1,721 | $16,145-89.3% | $13,411-87.2% | $10,828-84.1% |