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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 | $17,640 | $81,208-78.3% | $98,920-82.2% | $79,852-77.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 5.34% | 60.99%-55.7pp | 196.47%-191.1pp | 31.72%-26.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $179 | $3,265-94.5% | $4,245-95.8% | $3,740-95.2% |
| Admin fee / account holder | $24,394 | $6,013+305.7% | $6,643+267.2% | $5,306+359.7% |