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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 | $3,538 | $97,761-96.4% | $83,850-95.8% | $135,382-97.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -30.20% | 1287.44%-1317.6pp | 850.92%-881.1pp | 519.77%-550.0pp |
| Employer contribution / active EE | $1,602 | $4,222-62.0% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,565 | $6,674-76.6% | $5,478-71.4% | $10,829-85.5% |