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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 | $5,436 | $138,078-96.1% | $125,363-95.7% | $134,509-96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.26% | 750.49%-776.8pp | 572.15%-598.4pp | 418.13%-444.4pp |
| Employer contribution / active EE | $1,534 | $5,245-70.8% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $2,011 | $7,800-74.2% | $7,447-73.0% | $6,400-68.6% |
| Admin fee / account holder | $633 | $11,566-94.5% | $10,005-93.7% | $11,427-94.5% |