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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 | $2,411 | $138,114-98.3% | $125,391-98.1% | $134,545-98.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -32.56% | 750.88%-783.4pp | 572.41%-605.0pp | 418.37%-450.9pp |
| Employer contribution / active EE | $1,055 | $5,246-79.9% | $4,816-78.1% | $4,742-77.7% |
| Participant deferral / active EE | $1,874 | $7,801-76.0% | $7,448-74.8% | $6,401-70.7% |
| Admin fee / account holder | $825 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |