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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 | $4,679 | $138,078-96.6% | $125,363-96.3% | $134,509-96.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -27.70% | 750.49%-778.2pp | 572.15%-599.8pp | 418.13%-445.8pp |
| Employer contribution / active EE | $1,303 | $5,245-75.2% | $4,815-72.9% | $4,741-72.5% |
| Participant deferral / active EE | $2,376 | $7,800-69.5% | $7,447-68.1% | $6,400-62.9% |
| Admin fee / account holder | $764 | $11,566-93.4% | $10,005-92.4% | $11,427-93.3% |