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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 | $8,159 | $97,729-91.7% | $83,830-90.3% | $135,379-94.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.44% | 1287.52%-1315.0pp | 850.97%-878.4pp | 519.79%-547.2pp |
| Employer contribution / active EE | $5,261 | $4,222+24.6% | $3,631+44.9% | $4,779+10.1% |
| Participant deferral / active EE | $998 | $4,683-78.7% | $4,082-75.5% | $5,609-82.2% |
| Admin fee / account holder | $752 | $6,674-88.7% | $5,479-86.3% | $10,828-93.1% |