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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 | $1,308 | $115,810-98.9% | $101,271-98.7% | $158,966-99.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | -4.00% | 56.15%-60.2pp | 46.48%-50.5pp | 302.95%-307.0pp |
| Employer contribution / active EE | $2,051 | $4,175-50.9% | $3,660-44.0% | $4,762-56.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,078 | $7,248-85.1% | $5,948-81.9% | $11,250-90.4% |