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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 | $4,503 | $138,114-96.7% | $125,391-96.4% | $134,545-96.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.54% | 750.88%-784.4pp | 572.41%-606.0pp | 418.37%-451.9pp |
| Employer contribution / active EE | $1,840 | $5,246-64.9% | $4,816-61.8% | $4,742-61.2% |
| Participant deferral / active EE | $1,301 | $7,801-83.3% | $7,448-82.5% | $6,401-79.7% |
| Admin fee / account holder | $317 | $11,570-97.3% | $10,009-96.8% | $11,431-97.2% |