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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 | $2,163 | $84,685-97.4% | $73,836-97.1% | $125,389-98.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.62% | 3123.80%-3128.4pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,051 | $3,123-66.3% | $2,787-62.3% | $4,866-78.4% |
| Participant deferral / active EE | $282 | $3,993-92.9% | $3,583-92.1% | $5,352-94.7% |
| Admin fee / account holder | $487 | $5,694-91.4% | $4,882-90.0% | $9,541-94.9% |