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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 | $7,521 | $106,008-92.9% | $92,240-91.8% | $147,586-94.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -12.34% | 50.05%-62.4pp | 176.29%-188.6pp | 578.59%-590.9pp |
| Employer contribution / active EE | $2,768 | $4,333-36.1% | $3,680-24.8% | $4,876-43.2% |
| Participant deferral / active EE | $613 | $4,478-86.3% | $3,897-84.3% | $5,439-88.7% |
| Admin fee / account holder | $2,416 | $6,333-61.8% | $5,194-53.5% | $10,886-77.8% |