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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 | $1,924 | $138,102-98.6% | $125,381-98.5% | $134,532-98.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -25.35% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,014 | $5,245-80.7% | $4,815-78.9% | $4,741-78.6% |
| Participant deferral / active EE | $1,044 | $7,801-86.6% | $7,448-86.0% | $6,401-83.7% |
| Admin fee / account holder | $490 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |