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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 | $3,373 | $138,078-97.6% | $125,363-97.3% | $134,509-97.5% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -24.30% | 750.49%-774.8pp | 572.15%-596.5pp | 418.13%-442.4pp |
| Employer contribution / active EE | $1,017 | $5,245-80.6% | $4,815-78.9% | $4,741-78.5% |
| Participant deferral / active EE | $1,800 | $7,800-76.9% | $7,447-75.8% | $6,400-71.9% |
| Admin fee / account holder | $450 | $11,566-96.1% | $10,005-95.5% | $11,427-96.1% |