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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 | $4,770 | $138,114-96.5% | $125,391-96.2% | $134,545-96.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -75.52% | 750.88%-826.4pp | 572.41%-647.9pp | 418.37%-493.9pp |
| Employer contribution / active EE | $3,400 | $5,246-35.2% | $4,816-29.4% | $4,742-28.3% |
| Participant deferral / active EE | $602 | $7,801-92.3% | $7,448-91.9% | $6,401-90.6% |
| Admin fee / account holder | $756 | $11,570-93.5% | $10,009-92.4% | $11,431-93.4% |