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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 | $11,789 | $160,059-92.6% | $140,019-91.6% | $135,379-91.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.92% | 911.44%-923.4pp | 651.15%-663.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $2,072 | $6,420-67.7% | $5,605-63.0% | $4,779-56.6% |
| Participant deferral / active EE | $2,288 | $7,641-70.1% | $6,927-67.0% | $5,609-59.2% |
| Admin fee / account holder | $583 | $13,328-95.6% | $10,705-94.6% | $10,828-94.6% |