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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 | $21,772 | $209,405-89.6% | $178,486-87.8% | $158,931-86.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.67% | 188.77%-194.4pp | 151.08%-156.8pp | 302.86%-308.5pp |
| Employer contribution / active EE | $3,018 | $5,707-47.1% | $5,011-39.8% | $4,761-36.6% |
| Participant deferral / active EE | $596 | $5,954-90.0% | $5,202-88.5% | $5,982-90.0% |
| Admin fee / account holder | $4,545 | $17,076-73.4% | $13,985-67.5% | $11,247-59.6% |