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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 | $7,545 | $97,732-92.3% | $83,831-91.0% | $135,380-94.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.26% | 1287.56%-1301.8pp | 850.99%-865.2pp | 519.81%-534.1pp |
| Employer contribution / active EE | $6,494 | $4,222+53.8% | $3,631+78.9% | $4,779+35.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,452 | $6,675-63.3% | $5,479-55.2% | $10,828-77.4% |