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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 | $2,905 | $168,635-98.3% | $147,617-98.0% | $125,389-97.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -32.72% | 77.65%-110.4pp | 61.98%-94.7pp | 282.24%-315.0pp |
| Employer contribution / active EE | $1,460 | $6,252-76.7% | $5,564-73.8% | $4,866-70.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $333 | $13,580-97.6% | $11,612-97.1% | $9,541-96.5% |