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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 | $4,780 | $138,114-96.5% | $125,391-96.2% | $134,545-96.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -82.95% | 750.88%-833.8pp | 572.41%-655.4pp | 418.37%-501.3pp |
| Employer contribution / active EE | $1,845 | $5,246-64.8% | $4,816-61.7% | $4,742-61.1% |
| Participant deferral / active EE | $2,342 | $7,801-70.0% | $7,448-68.6% | $6,401-63.4% |
| Admin fee / account holder | $764 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |