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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 | $2,425 | $104,544-97.7% | $76,657-96.8% | $152,897-98.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | -6.87% | 1014.36%-1021.2pp | 1166.74%-1173.6pp | 345.43%-352.3pp |
| Employer contribution / active EE | $736 | $3,118-76.4% | $2,303-68.0% | $4,764-84.5% |
| Participant deferral / active EE | $736 | $4,236-82.6% | $3,335-77.9% | $5,851-87.4% |
| Admin fee / account holder | $543 | $12,286-95.6% | $6,423-91.5% | $11,599-95.3% |