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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 | $1,431 | $90,617-98.4% | $79,476-98.2% | $135,382-98.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -206.90% | 977.57%-1184.5pp | 718.21%-925.1pp | 519.77%-726.7pp |
| Employer contribution / active EE | $824 | $3,068-73.1% | $2,800-70.6% | $4,779-82.8% |
| Participant deferral / active EE | $412 | $4,050-89.8% | $3,704-88.9% | $5,609-92.7% |
| Admin fee / account holder | $313 | $5,907-94.7% | $5,113-93.9% | $10,829-97.1% |