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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 | $33,513 | $184,000-81.8% | $162,185-79.3% | $152,909-78.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -14.54% | 150.80%-165.3pp | 115.61%-130.1pp | 345.46%-360.0pp |
| Employer contribution / active EE | $2,040 | $6,370-68.0% | $5,613-63.7% | $4,764-57.2% |
| Participant deferral / active EE | $2,872 | $8,033-64.2% | $7,297-60.6% | $5,851-50.9% |
| Admin fee / account holder | $11,289 | $13,124-14.0% | $10,844+4.1% | $11,601-2.7% |