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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 | $2,604 | $106,008-97.5% | $92,240-97.2% | $147,586-98.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.87% | 50.05%-46.2pp | 176.29%-172.4pp | 578.59%-574.7pp |
| Employer contribution / active EE | $794 | $4,333-81.7% | $3,680-78.4% | $4,876-83.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $626 | $6,333-90.1% | $5,194-87.9% | $10,886-94.2% |