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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 | $14,167 | $138,114-89.7% | $125,391-88.7% | $134,545-89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.11% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,541 | $5,246-70.6% | $4,816-68.0% | $4,742-67.5% |
| Participant deferral / active EE | $1,281 | $7,801-83.6% | $7,448-82.8% | $6,401-80.0% |
| Admin fee / account holder | $3,475 | $11,570-70.0% | $10,009-65.3% | $11,431-69.6% |