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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 | $6,949 | $138,114-95.0% | $125,391-94.5% | $134,545-94.8% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -22.01% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $6,725 | $5,246+28.2% | $4,816+39.6% | $4,742+41.8% |
| Participant deferral / active EE | $34 | $7,801-99.6% | $7,448-99.5% | $6,401-99.5% |
| Admin fee / account holder | $1,946 | $11,570-83.2% | $10,009-80.6% | $11,431-83.0% |