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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 | $13,112 | $138,102-90.5% | $125,381-89.5% | $134,532-90.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.87% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,299 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $2,160 | $7,801-72.3% | $7,448-71.0% | $6,401-66.3% |
| Admin fee / account holder | $555 | $11,568-95.2% | $10,007-94.5% | $11,429-95.1% |