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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 | $565 | $169,356-99.7% | $129,406-99.6% | $145,897-99.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | -89.19% | 14418.62%-14507.8pp | 9468.18%-9557.4pp | 552.29%-641.5pp |
| Employer contribution / active EE | $346 | $5,542-93.8% | $4,155-91.7% | $4,663-92.6% |
| Participant deferral / active EE | $93 | $4,987-98.1% | $4,167-97.8% | $6,689-98.6% |
| Admin fee / account holder | $715 | $9,915-92.8% | $7,689-90.7% | $13,390-94.7% |