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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 | $5,892 | $138,114-95.7% | $125,391-95.3% | $134,545-95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.56% | 750.88%-775.4pp | 572.41%-597.0pp | 418.37%-442.9pp |
| Employer contribution / active EE | $18,566 | $5,246+253.9% | $4,816+285.5% | $4,742+291.5% |
| Participant deferral / active EE | $2,382 | $7,801-69.5% | $7,448-68.0% | $6,401-62.8% |
| Admin fee / account holder | $13,667 | $11,570+18.1% | $10,009+36.5% | $11,431+19.6% |