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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 | $21,972 | $196,972-88.8% | $182,262-87.9% | $198,609-88.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -10.56% | 158.27%-168.8pp | 140.60%-151.2pp | 202.70%-213.3pp |
| Employer contribution / active EE | $2,582 | $5,364-51.9% | $5,046-48.8% | $5,055-48.9% |
| Participant deferral / active EE | $3,152 | $8,643-63.5% | $8,276-61.9% | $6,977-54.8% |
| Admin fee / account holder | $16,801 | $18,429-8.8% | $16,712+0.5% | $19,030-11.7% |