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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 | $4,487 | $102,595-95.6% | $94,057-95.2% | $154,746-97.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -1.02% | 583.42%-584.4pp | 480.62%-481.6pp | 172.34%-173.4pp |
| Employer contribution / active EE | $2,129 | $3,147-32.4% | $2,933-27.4% | $4,379-51.4% |
| Participant deferral / active EE | $813 | $5,118-84.1% | $4,709-82.7% | $6,730-87.9% |
| Admin fee / account holder | $23,324 | $7,736+201.5% | $7,244+222.0% | $14,365+62.4% |