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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 | $8,327 | $176,120-95.3% | $159,487-94.8% | $167,553-95.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -13.27% | 331.95%-345.2pp | 263.71%-277.0pp | 478.89%-492.2pp |
| Employer contribution / active EE | $2,227 | $5,299-58.0% | $4,831-53.9% | $4,840-54.0% |
| Participant deferral / active EE | $2,308 | $7,752-70.2% | $7,354-68.6% | $6,343-63.6% |
| Admin fee / account holder | $673 | $12,561-94.6% | $10,804-93.8% | $12,316-94.5% |