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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 | $6,527 | $138,076-95.3% | $123,553-94.7% | $135,380-95.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.63% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,470 | $5,152-71.5% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $889 | $6,800-86.9% | $6,426-86.2% | $5,609-84.2% |
| Admin fee / account holder | $1,308 | $10,917-88.0% | $9,284-85.9% | $10,828-87.9% |