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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 | $2,064 | $180,749-98.9% | $160,784-98.7% | $137,256-98.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -1932.94% | 2234.46%-4167.4pp | 1803.92%-3736.9pp | 220.34%-2153.3pp |
| Employer contribution / active EE | $2,217 | $4,155-46.6% | $3,733-40.6% | $4,156-46.6% |
| Participant deferral / active EE | $1,054 | $6,844-84.6% | $6,293-83.3% | $6,407-83.5% |
| Admin fee / account holder | $682 | $10,397-93.4% | $9,717-93.0% | $12,270-94.4% |