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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 | $1,537 | $92,743-98.3% | $82,744-98.1% | $134,532-98.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.30% | 946.63%-970.9pp | 702.22%-726.5pp | 418.27%-442.6pp |
| Employer contribution / active EE | $558 | $3,273-82.9% | $3,008-81.4% | $4,741-88.2% |
| Participant deferral / active EE | $796 | $4,802-83.4% | $4,395-81.9% | $6,401-87.6% |
| Admin fee / account holder | $989 | $5,977-83.4% | $5,325-81.4% | $11,429-91.3% |