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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 | $16,984 | $135,645-87.5% | $110,243-84.6% | $135,380-87.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.36% | 513.24%-522.6pp | 314.76%-324.1pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,667 | $4,907-66.0% | $3,827-56.4% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,303 | $11,458-88.6% | $8,548-84.8% | $10,828-88.0% |