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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 | $9,133 | $138,102-93.4% | $125,381-92.7% | $134,532-93.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.36% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $992 | $5,245-81.1% | $4,815-79.4% | $4,741-79.1% |
| Participant deferral / active EE | $1,605 | $7,801-79.4% | $7,448-78.5% | $6,401-74.9% |
| Admin fee / account holder | $4,934 | $11,568-57.4% | $10,007-50.7% | $11,429-56.8% |