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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 | $5,449 | $160,070-96.6% | $147,117-96.3% | $145,897-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.95% | 98.69%-110.6pp | 420.54%-432.5pp | 552.29%-564.2pp |
| Employer contribution / active EE | $1,036 | $5,285-80.4% | $4,932-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $2,334 | $8,419-72.3% | $8,065-71.1% | $6,689-65.1% |
| Admin fee / account holder | $662 | $15,035-95.6% | $12,993-94.9% | $13,390-95.1% |