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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 | $19,977 | $184,000-89.1% | $162,185-87.7% | $152,909-86.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -18.34% | 150.80%-169.1pp | 115.61%-134.0pp | 345.46%-363.8pp |
| Employer contribution / active EE | $3,631 | $6,370-43.0% | $5,613-35.3% | $4,764-23.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $376 | $13,124-97.1% | $10,844-96.5% | $11,601-96.8% |