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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 | $1,338 | $99,668-98.7% | $86,451-98.5% | $134,545-99.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -30.11% | 6789.61%-6819.7pp | 4398.51%-4428.6pp | 418.37%-448.5pp |
| Employer contribution / active EE | $1,101 | $4,403-75.0% | $3,770-70.8% | $4,742-76.8% |
| Participant deferral / active EE | $1,818 | $7,249-74.9% | $6,953-73.8% | $6,401-71.6% |
| Admin fee / account holder | $880 | $8,377-89.5% | $6,734-86.9% | $11,431-92.3% |