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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 | $3,334 | $138,102-97.6% | $125,381-97.3% | $134,532-97.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -121.54% | 750.73%-872.3pp | 572.31%-693.8pp | 418.27%-539.8pp |
| Employer contribution / active EE | $1,327 | $5,245-74.7% | $4,815-72.4% | $4,741-72.0% |
| Participant deferral / active EE | $2,084 | $7,801-73.3% | $7,448-72.0% | $6,401-67.4% |
| Admin fee / account holder | $1,709 | $11,568-85.2% | $10,007-82.9% | $11,429-85.0% |