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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 | $9,241 | $227,291-95.9% | $214,702-95.7% | $155,188-94.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -0.27% | 60.08%-60.3pp | 54.55%-54.8pp | 148.84%-149.1pp |
| Employer contribution / active EE | $3,068 | $6,772-54.7% | $6,461-52.5% | $4,248-27.8% |
| Participant deferral / active EE | $2,075 | $9,582-78.3% | $9,147-77.3% | $6,531-68.2% |
| Admin fee / account holder | $33,185 | $20,413+62.6% | $19,830+67.3% | $14,480+129.2% |