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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 | $7,402 | $177,353-95.8% | $158,226-95.3% | $198,609-96.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | -20.97% | 599.50%-620.5pp | 501.41%-522.4pp | 202.70%-223.7pp |
| Employer contribution / active EE | $582 | $3,239-82.0% | $2,986-80.5% | $5,055-88.5% |
| Participant deferral / active EE | $656 | $4,615-85.8% | $4,317-84.8% | $6,977-90.6% |
| Admin fee / account holder | $3,104 | $10,960-71.7% | $10,217-69.6% | $19,030-83.7% |