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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 | $6,598 | $97,761-93.3% | $83,850-92.1% | $135,382-95.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -53.42% | 1287.44%-1340.9pp | 850.92%-904.3pp | 519.77%-573.2pp |
| Employer contribution / active EE | $7,964 | $4,222+88.6% | $3,631+119.3% | $4,779+66.7% |
| Participant deferral / active EE | $426 | $4,682-90.9% | $4,082-89.6% | $5,609-92.4% |
| Admin fee / account holder | $712 | $6,674-89.3% | $5,478-87.0% | $10,829-93.4% |