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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 | $30,315 | $209,422-85.5% | $178,503-83.0% | $158,982-80.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -13.11% | 188.81%-201.9pp | 151.12%-164.2pp | 302.99%-316.1pp |
| Employer contribution / active EE | $5,916 | $5,707+3.7% | $5,011+18.1% | $4,763+24.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $528 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |