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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 | $5,893 | $138,078-95.7% | $125,363-95.3% | $134,509-95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -67.93% | 750.49%-818.4pp | 572.15%-640.1pp | 418.13%-486.1pp |
| Employer contribution / active EE | $1,994 | $5,245-62.0% | $4,815-58.6% | $4,741-57.9% |
| Participant deferral / active EE | $437 | $7,800-94.4% | $7,447-94.1% | $6,400-93.2% |
| Admin fee / account holder | $5,416 | $11,566-53.2% | $10,005-45.9% | $11,427-52.6% |