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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 | $1,792 | $100,938-98.2% | $90,461-98.0% | $158,982-98.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -8.91% | 1727.20%-1736.1pp | 1294.76%-1303.7pp | 302.99%-311.9pp |
| Employer contribution / active EE | $640 | $3,691-82.7% | $3,264-80.4% | $4,763-86.6% |
| Participant deferral / active EE | $657 | $4,350-84.9% | $3,964-83.4% | $5,983-89.0% |
| Admin fee / account holder | $532 | $6,510-91.8% | $5,617-90.5% | $11,252-95.3% |