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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 | $12,795 | $105,284-87.8% | $150,734-91.5% | $94,015-86.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | -3.89% | 15.67%-19.6pp | 600.81%-604.7pp | 17.84%-21.7pp |
| Employer contribution / active EE | $11,787 | $3,599+227.5% | $4,918+139.7% | $2,790+322.4% |
| Participant deferral / active EE | $289 | $4,274-93.2% | $5,610-94.8% | $4,249-93.2% |
| Admin fee / account holder | $9,908 | $9,839+0.7% | $14,905-33.5% | $8,951+10.7% |