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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 | $762 | $97,729-99.2% | $83,830-99.1% | $135,379-99.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -41.29% | 1287.52%-1328.8pp | 850.97%-892.3pp | 519.79%-561.1pp |
| Employer contribution / active EE | $3,927 | $4,222-7.0% | $3,631+8.1% | $4,779-17.8% |
| Participant deferral / active EE | $383 | $4,683-91.8% | $4,082-90.6% | $5,609-93.2% |
| Admin fee / account holder | $3,900 | $6,674-41.6% | $5,479-28.8% | $10,828-64.0% |