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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 | $5,014 | $202,440-97.5% | $169,390-97.0% | $139,466-96.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -16.05% | 532.36%-548.4pp | 406.07%-422.1pp | 373.66%-389.7pp |
| Employer contribution / active EE | $2,642 | $4,693-43.7% | $4,013-34.2% | $4,754-44.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $863 | $10,722-92.0% | $9,015-90.4% | $11,409-92.4% |