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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 | $5,180 | $138,102-96.2% | $125,381-95.9% | $134,532-96.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.11% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,432 | $5,245-72.7% | $4,815-70.3% | $4,741-69.8% |
| Participant deferral / active EE | $2,124 | $7,801-72.8% | $7,448-71.5% | $6,401-66.8% |
| Admin fee / account holder | $1,550 | $11,568-86.6% | $10,007-84.5% | $11,429-86.4% |