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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 | $12,861 | $198,461-93.5% | $170,436-92.5% | $147,585-91.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -33.95% | 257.30%-291.2pp | 205.94%-239.9pp | 578.57%-612.5pp |
| Employer contribution / active EE | $4,071 | $6,184-34.2% | $5,433-25.1% | $4,876-16.5% |
| Participant deferral / active EE | $126 | $5,629-97.8% | $4,939-97.4% | $5,439-97.7% |
| Admin fee / account holder | $803 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |