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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 | $1,611 | $102,696-98.4% | $86,235-98.1% | $139,487-98.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | -49.44% | 1925.91%-1975.3pp | 1170.03%-1219.5pp | 373.84%-423.3pp |
| Employer contribution / active EE | $806 | $3,034-73.4% | $2,381-66.1% | $4,755-83.0% |
| Participant deferral / active EE | $657 | $4,679-86.0% | $3,987-83.5% | $6,713-90.2% |
| Admin fee / account holder | $752 | $8,667-91.3% | $6,856-89.0% | $11,407-93.4% |