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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 | $21,768 | $124,346-82.5% | $111,308-80.4% | $167,536-87.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -0.59% | 37.45%-38.0pp | 54.67%-55.3pp | 478.82%-479.4pp |
| Employer contribution / active EE | $1,667 | $3,437-51.5% | $2,732-39.0% | $4,839-65.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,508 | $10,621-48.1% | $7,965-30.8% | $12,315-55.3% |