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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 | $11,324 | $176,105-93.6% | $159,474-92.9% | $167,536-93.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.52% | 331.91%-333.4pp | 263.68%-265.2pp | 478.82%-480.3pp |
| Employer contribution / active EE | $2,441 | $5,299-53.9% | $4,831-49.5% | $4,839-49.6% |
| Participant deferral / active EE | $2,462 | $7,751-68.2% | $7,353-66.5% | $6,342-61.2% |
| Admin fee / account holder | $545 | $12,559-95.7% | $10,802-95.0% | $12,315-95.6% |