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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 | $29,499 | $197,625-85.1% | $177,840-83.4% | $158,966-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -6.44% | 58.76%-65.2pp | 48.32%-54.8pp | 302.95%-309.4pp |
| Employer contribution / active EE | $2,000 | $6,698-70.1% | $5,919-66.2% | $4,762-58.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,072 | $15,405-73.6% | $12,431-67.2% | $11,250-63.8% |