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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 | $5,212 | $138,114-96.2% | $125,391-95.8% | $134,545-96.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -26.24% | 750.88%-777.1pp | 572.41%-598.7pp | 418.37%-444.6pp |
| Employer contribution / active EE | $2,032 | $5,246-61.3% | $4,816-57.8% | $4,742-57.2% |
| Participant deferral / active EE | $2,110 | $7,801-73.0% | $7,448-71.7% | $6,401-67.0% |
| Admin fee / account holder | $817 | $11,570-92.9% | $10,009-91.8% | $11,431-92.9% |